[IMP] base_usability: hide industry_id on form view of partners for contacts

This speeds-up the opening of commission results

account_bank_reconciliation_summary_xlsx/README.rst

@@ -0,0 +1,27 @@
+===============================
+Bank Reconciliation Report XLSX
+===============================
+
+In Odoo v13+, a bank reconciliation report is not really needed because all the payments executed that are not debited/credited on the bank account are in separate waiting accounts. But accountants want a bank reconciliation report, so this module adds one, even if it is quite different from a classic bank reconciliation report.
+
+Configuration
+=============
+
+This module doesn't require any configuration.
+
+Usage
+=====
+
+You can launch the Bank Reconciliation Report wizard from:
+
+* the menu *Accounting > Reports > Bank > Bank Reconciliation*,
+* the invoicing dashboard: on a bank journal, click on the options, then select *Bank Reconciliation*.
+* the form view of a bank statement: click on the button *Bank Reconciliation Report*.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Alexis de Lattre <alexis.delattre@akretion.com>

account_bank_reconciliation_summary_xlsx/__init__.py

@@ -1 +1,2 @@
+from . import report
 from . import wizard

account_bank_reconciliation_summary_xlsx/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Bank Reconciliation Report",
+    "version": "14.0.2.0.0",
+    "license": "AGPL-3",
+    "author": "Akretion",
+    "website": "https://github.com/akretion/odoo-usability",
+    "summary": "Bank reconciliation XLSX report",
+    "depends": ["account", "report_xlsx"],
+    "data": [
+        "report/report.xml",
+        "wizard/bank_reconciliation_report_wizard_view.xml",
+        "views/account_bank_statement.xml",
+        "views/account_journal.xml",
+        "security/ir.model.access.csv",
+    ],
+    "installable": True,
+}

account_bank_reconciliation_summary_xlsx/i18n/fr.po

@@ -0,0 +1,268 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_bank_reconciliation_summary_xlsx
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-10-23 10:04+0000\n"
+"PO-Revision-Date: 2024-10-23 10:04+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Amount"
+msgstr "Montant"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Balance %s:"
+msgstr "Solde %s :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Bank Balance:"
+msgstr "Solde bancaire :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__journal_ids
+msgid "Bank Journals"
+msgstr "Journaux de banque"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.actions.act_window,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_action
+#: model:ir.ui.menu,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_menu
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.account_journal_dashboard_kanban_view
+msgid "Bank Reconciliation"
+msgstr "Rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.view_bank_statement_form
+#, python-format
+msgid "Bank Reconciliation Report"
+msgstr "Rapport de rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model,name:account_bank_reconciliation_summary_xlsx.model_bank_reconciliation_report_wizard
+msgid "Bank Reconciliation Report Wizard"
+msgstr "Assistant de rapport de rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.actions.report,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_xlsx
+msgid "Bank Reconciliation XLSX"
+msgstr "Rapprochement bancaire XLSX"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model,name:account_bank_reconciliation_summary_xlsx.model_report_bank_reconciliation_xlsx
+msgid "Bank Reconciliation XLSX Report"
+msgstr "Rapport de rapprochement bancaire XLSX"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.ui.menu,name:account_bank_reconciliation_summary_xlsx.menu_report_bank_root
+msgid "Bank Reports"
+msgstr "Rapports bancaires"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_form
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__company_id
+#, python-format
+msgid "Company"
+msgstr "Société"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Counter-part"
+msgstr "Contre partie"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Currency"
+msgstr "Devise"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__date
+#, python-format
+msgid "Date"
+msgstr "Date"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Description"
+msgstr "Description"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Difference:"
+msgstr "Écart :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__display_name
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx__display_name
+msgid "Display Name"
+msgstr "Nom affiché"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields.selection,name:account_bank_reconciliation_summary_xlsx.selection__bank_reconciliation_report_wizard__move_state__draft_posted
+msgid "Draft and Posted Entries"
+msgstr "Écritures brouillon et comptabilisées"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__move_state
+#, python-format
+msgid "Entries"
+msgstr "Écritures"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_form
+msgid "Export XLSX"
+msgstr "Exporter en XLSX"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Generated from Odoo on %s by %s"
+msgstr "Généré par Odoo le %s par %s"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__id
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx__id
+msgid "ID"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Journal"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Journal Entry"
+msgstr "Pièce"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Justification:"
+msgstr "Justification :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Label"
+msgstr "Libellé"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard____last_update
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__write_uid
+msgid "Last Updated by"
+msgstr "Dernière mise à jour par"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__write_date
+msgid "Last Updated on"
+msgstr "Dernière mise à jour le"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "No bank journal selected."
+msgstr "Aucun journal de banque sélectionné."
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "None"
+msgstr "Aucun"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid ""
+"On bank journal %(journal)s which is configured with currency "
+"%(journal_currency)s, the account %(account)s must be configured with the "
+"same currency (current account currency: %(account_currency)s)."
+msgstr ""
+"Sur le journal de banque %(journal)s qui est configuré avec la devise "
+"%(journal_currency)s, le compte %(account)s doit être configuré avec la même"
+" devise (devise actuelle du compte : %(account_currency)s)."
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Partner"
+msgstr "Partenaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields.selection,name:account_bank_reconciliation_summary_xlsx.selection__bank_reconciliation_report_wizard__move_state__posted
+msgid "Posted Entries"
+msgstr "Écritures comptabilisées"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Ref."
+msgstr "Réf."
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Sub-total:"
+msgstr "Sous-total :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "TOTAL:"
+msgstr "TOTAL :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid ""
+"The are %(count)s journal items in account %(account)s that have a currency "
+"other than %(currency)s or where currency is not set."
+msgstr ""
+"Il y a %(count)s écritures comptables dans le compte %(account)s qui ont une"
+" devise autre que %(currency)s ou dont la devise n'est pas définie."

account_bank_reconciliation_summary_xlsx/report/__init__.py

@@ -0,0 +1 @@
+from . import bank_reconciliation_xlsx

account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py

@@ -0,0 +1,375 @@
+# Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, models
+from odoo.exceptions import UserError
+from datetime import datetime
+from odoo.tools.misc import format_datetime
+import pytz
+
+
+class BankReconciliationXlsx(models.AbstractModel):
+    _name = "report.bank.reconciliation.xlsx"
+    _description = "Bank Reconciliation XLSX Report"
+    _inherit = "report.report_xlsx.abstract"
+
+    def _prepare_payment_move_lines(self, jdi, account, unreconciled_only=True):
+        domain = [
+            ("company_id", "=", jdi['company'].id),
+            ("account_id", "=", account.id),
+            ("journal_id", "=", jdi['journal'].id),
+            ("date", "<=", jdi['wizard'].date),
+            ]
+        if jdi['wizard'].move_state == 'posted':
+            domain.append(('parent_state', '=', 'posted'))
+        elif jdi['wizard'].move_state == 'draft_posted':
+            domain.append(('parent_state', 'in', ('draft', 'posted')))
+        if unreconciled_only:
+            limit_datetime_naive = datetime.combine(jdi['wizard'].date, datetime.max.time())
+            tz = pytz.timezone(self.env.user.tz)
+            limit_datetime_aware = tz.localize(limit_datetime_naive)
+            limit_datetime_utc = limit_datetime_aware.astimezone(pytz.utc)
+            limit_datetime = limit_datetime_utc.replace(tzinfo=None)
+            domain += [
+                '|', ('full_reconcile_id', '=', False),
+                ('full_reconcile_id.create_date', '>', limit_datetime)]
+        mlines = self.env["account.move.line"].search(domain)
+        res = []
+        for mline in mlines:
+            move = mline.move_id
+            cpart = []
+            for line in move.line_ids:
+                if (
+                    line.account_id != account
+                    and line.account_id.code not in cpart
+                ):
+                    cpart.append(line.account_id.code)
+            counterpart = " ,".join(cpart)
+            if jdi['currency'] == mline.currency_id:
+                amount = mline.amount_currency
+            else:
+                amount = mline.currency_id._convert(
+                    mline.amount_currency, jdi['currency'], jdi['company'], mline.date)
+            res.append(
+                {
+                    "date": mline.date,
+                    "ref": move.ref or "",
+                    "label": mline.name,
+                    "partner": mline.partner_id.display_name or "",
+                    "amount": amount,
+                    "move_name": move.name,
+                    "counterpart": counterpart,
+                }
+            )
+        return res
+
+    def _write_move_lines_block(self, jdi, row, account, add2total=True):
+        # Returns row
+        # For suspense lines, it may not add any cells if there are no suspense lines
+        # => in this case, it doesn't increment row
+        # If it adds cells, it returns row + 2 to add 2 empty rows at the end
+        sheet = jdi['sheet']
+        style = jdi['style']
+        style_suffix = not add2total and '_warn' or ''
+        subtotal = 0.0
+        mlines = self._prepare_payment_move_lines(jdi, account)
+        if mlines or add2total:
+            sheet.write(row, 0, '%s  %s' % (account.name, account.code), style[f"title{style_suffix}"])
+            sheet.write(row, 1, "", style[f"title{style_suffix}"])
+
+        if not mlines:
+            if add2total:
+                sheet.write(row, 2, _("None"), style['none'])
+            else:
+                return row
+        else:
+            row += 1
+            col_labels = [
+                _("Date"),
+                _("Partner"),
+                _("Amount"),
+                _("Journal Entry"),
+                _("Counter-part"),
+                _("Ref."),
+                _("Label"),
+            ]
+            col = 0
+            for col_label in col_labels:
+                sheet.write(row, col, col_label, style['col_header'])
+                col += 1
+            row += 1
+            start_line = row + 1
+            for mline in mlines:
+                sheet.write(row, 0, mline["date"], style['regular_date'])
+                sheet.write(row, 1, mline["partner"], style['regular'])
+                sheet.write(row, 2, mline["amount"], style[jdi['currency']])
+                sheet.write(row, 3, mline["move_name"], style['regular'])
+                sheet.write(row, 4, mline["counterpart"], style['regular'])
+                sheet.write(row, 5, mline["ref"], style['regular'])
+                sheet.write(row, 6, mline["label"], style['regular'])
+                subtotal += mline["amount"]
+                row += 1
+            end_line = row
+
+            for col in range(1):
+                sheet.write(row, col, "", style[f"title{style_suffix}"])
+            sheet.write(row, 1, _("Sub-total:") + ' ', style[f"title_right{style_suffix}"])
+
+            formula = f"=SUM({jdi['total_col']}{start_line}:{jdi['total_col']}{end_line})"
+            sheet.write_formula(row, 2, formula, style[f"{jdi['currency']}_bg{style_suffix}"], subtotal)
+            if add2total:
+                jdi['total'] += subtotal
+                jdi['total_formula'] += f"+{jdi['total_col']}{row + 1}"
+        return row + 2
+
+    def generate_xlsx_report(self, workbook, data, wizard):
+        lang = self.env.user.lang
+        self = self.with_context(lang=lang)
+        wizard = wizard.with_context(lang=lang)
+        if not wizard.journal_ids:
+            raise UserError(_("No bank journal selected."))
+        date_dt = wizard.date
+        company = wizard.company_id
+        style = self._get_style(workbook, company)
+        move_state_label = dict(
+            wizard.fields_get('move_state', 'selection')['move_state']['selection'])
+        generated_on_label = _('Generated from Odoo on %s by %s') % (
+            format_datetime(self.env, datetime.utcnow()),
+            self.env.user.name)
+        for journal in wizard.journal_ids:
+            row = 0
+            sheet = workbook.add_worksheet(journal.code or journal.name)
+            bank_account = journal.default_account_id
+            jdi = {
+                'wizard': wizard,
+                'company': company,
+                'journal': journal,
+                'currency': journal.currency_id or company.currency_id,
+                'bank_account': bank_account,
+                'style': style,
+                'workbook': workbook,
+                'sheet': sheet,
+                'total': 0.0,
+                'total_formula': '=',
+                'total_col': 'C',
+                }
+            sheet.write(
+                row,
+                0,
+                _("Bank Reconciliation Report"),
+                style['doc_title'],
+            )
+            row += 1
+            sheet.write(row, 0, generated_on_label, style['small'])
+            sheet.set_row(0, 26)
+            sheet.set_column(0, 0, 10)
+            sheet.set_column(1, 1, 35)
+            sheet.set_column(2, 2, 15)
+            sheet.set_column(3, 3, 15)
+            sheet.set_column(4, 4, 25)
+            sheet.set_column(5, 5, 30)
+            sheet.set_column(6, 6, 60)
+            row += 3
+            sheet.write(row, 0, _("Company"), style['wizard_field'])
+            sheet.write(row, 1, company.display_name, style['wizard_value'])
+            row += 1
+            sheet.write(row, 0, _("Date"), style['wizard_field'])
+            sheet.write(row, 1, date_dt, style['wizard_value_date'])
+            row += 1
+            sheet.write(row, 0, _("Journal"), style['wizard_field'])
+            sheet.write(row, 1, journal.display_name, style['wizard_value'])
+            row += 1
+            sheet.write(row, 0, _("Currency"), style['wizard_field'])
+            sheet.write(row, 1, jdi['currency'].name, style['wizard_value'])
+            row += 1
+            sheet.write(row, 0, _("Entries"), style['wizard_field'])
+            sheet.write(row, 1, move_state_label[wizard.move_state], style['wizard_value'])
+
+            # Setup check
+            if journal.currency_id and journal.currency_id != company.currency_id:
+                if journal.currency_id != bank_account.currency_id:
+                    raise UserError(_(
+                        "On bank journal %(journal)s which is configured with currency "
+                        "%(journal_currency)s, the account %(account)s must be configured "
+                        "with the same currency (current account currency: %(account_currency)s).",
+                        journal=journal.display_name,
+                        journal_currency=journal.currency_id.name,
+                        account=bank_account.display_name,
+                        account_currency=bank_account.currency_id.name or _('None')))
+                bad_line_count = self.env['account.move.line'].search_count([
+                    ('company_id', '=', company.id),
+                    ('journal_id', '=', journal.id),
+                    ('account_id', '=', bank_account.id),
+                    ('currency_id', '!=', jdi['currency'].id),
+                    ])
+                if bad_line_count:
+                    raise UserError(_(
+                        "The are %(count)s journal items in account %(account)s "
+                        "that have a currency other than %(currency)s or where "
+                        "currency is not set.",
+                        count=bad_line_count,
+                        account=bank_account.display_name,
+                        currency=jdi['currency'].name))
+
+            # 1) Show balance of bank account
+            row += 3
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("Balance %s:") % bank_account.code + ' ', style['title_right'])
+            if wizard.move_state == 'posted':
+                domain = [('parent_state', '=', 'posted')]
+            else:
+                # by default, the native method _get_journal_bank_account_balance()
+                # has ('parent_state', '!=', 'cancel')
+                domain = None
+            account_bal, nb_lines = journal._get_journal_bank_account_balance(domain=domain)
+
+            sheet.write(row, 2, account_bal, style[f"{jdi['currency']}_bg"])
+            jdi['total'] += account_bal
+            jdi['total_formula'] += f"{jdi['total_col']}{row + 1}"
+
+            row += 2
+            # 2) Show payment lines IN (debit)
+            debit_account = journal.payment_debit_account_id
+            row = self._write_move_lines_block(jdi, row, debit_account)
+            # 3) Show payment lines OUT (credit)
+            credit_account = journal.payment_credit_account_id
+            row = self._write_move_lines_block(jdi, row, credit_account)
+
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("TOTAL:") + ' ', style['title_right'])
+            sheet.write_formula(
+                row, 2, jdi['total_formula'], style[f"{jdi['currency']}_bg"], jdi['total'])
+            total_row = row
+            row += 2
+
+            # 4) Show suspense account lines
+            row = self._write_move_lines_block(
+                jdi, row, journal.suspense_account_id, add2total=False)
+
+            # Static cells
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("Bank Balance:") + ' ', style['title_right'])
+            sheet.write(row, 2, 0, style[f"{jdi['currency']}_bg_manual"])
+            bank_bal_row = row
+            row += 2
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("Difference:") + ' ', style['title_right'])
+            sheet.write_formula(
+                row, 2, f"={jdi['total_col']}{total_row + 1}-{jdi['total_col']}{bank_bal_row + 1}",
+                style[f"{jdi['currency']}_bg"], jdi['total'])
+            row += 2
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("Justification:") + ' ', style['title_right'])
+            justif_lines = 6
+            sheet.write_formula(
+                row, 2, f"=SUM({jdi['total_col']}{row+3}:{jdi['total_col']}{row+3+justif_lines-1})",
+                style[f"{jdi['currency']}_bg"], 0)
+            row += 1
+            col_labels = [
+                _("Date"),
+                _("Description"),
+                _("Amount"),
+            ]
+            col = 0
+            for col_label in col_labels:
+                sheet.write(row, col, col_label, style['col_header'])
+                col += 1
+            for x in range(justif_lines):
+                row += 1
+                sheet.write(row, 0, "", style['regular_date'])
+                sheet.write(row, 1, "", style['regular'])
+                sheet.write(row, 2, "", style[jdi['currency']])
+
+    def _get_style(self, workbook, company):
+        style = {}
+        font_size = 10
+        light_grey = "#eeeeee"
+        light_blue = "#e0edff"
+        subtotal_orange = "#ffcc00"
+        subtotal_warn = "#ffff99"
+        amount_manual = "#ffeeab"
+        title_warn = "#ff9999"
+        lang_code = self.env.user.lang
+        lang = False
+        if lang_code:
+            lang = self.env["res.lang"].search([("code", "=", lang_code)])
+        if not lang:
+            lang = self.env["res.lang"].search([], limit=1)
+        xls_date_format = (
+            lang.date_format.replace("%Y", "yyyy")
+            .replace("%m", "mm")
+            .replace("%d", "dd")
+            .replace("%y", "yy")
+        )
+
+        style['doc_title'] = workbook.add_format(
+            {"bold": True, "font_size": font_size + 4})
+        style['small'] = workbook.add_format({"font_size": font_size - 3})
+        style['col_header'] = workbook.add_format(
+            {
+                "bold": True,
+                "bg_color": light_grey,
+                "text_wrap": True,
+                "font_size": font_size,
+                "align": "center",
+            }
+        )
+        title_style = {
+            "bold": True,
+            "bg_color": light_blue,
+            "font_size": font_size,
+            "align": "left",
+            }
+        style['title_right'] = workbook.add_format(dict(title_style, align="right"))
+        style['title'] = workbook.add_format(dict(title_style))
+        style['wizard_field'] = workbook.add_format(dict(title_style, bg_color=light_grey))
+        wizard_value_style = {
+                "bg_color": light_blue,
+                "bold": True,
+                "font_size": font_size,
+                "align": "left",
+            }
+
+        style['wizard_value'] = workbook.add_format(wizard_value_style)
+        style['wizard_value_date'] = workbook.add_format(
+            dict(wizard_value_style, num_format=xls_date_format))
+        style['none'] = workbook.add_format(
+            {"bold": True, "font_size": font_size, "align": "right", "bg_color": subtotal_orange}
+        )
+        # WARN for suspense account
+        style['title_warn'] = workbook.add_format(
+            dict(title_style, align="left", bg_color=title_warn))
+        style['title_right_warn'] = workbook.add_format(
+            dict(title_style, align="right", bg_color=title_warn))
+        style['regular'] = workbook.add_format({"font_size": font_size, "border": 1})
+        if "%" in xls_date_format:
+            # fallback
+            xls_date_format = "yyyy-mm-dd"
+        style['regular_date'] = workbook.add_format(
+            {"num_format": xls_date_format, "font_size": font_size, "align": "left", "border": 1}
+        )
+        for currency in self.env['res.currency'].search([]):
+            symbol = currency.symbol or currency.name
+            decimals = '0' * currency.decimal_places
+            if currency.position == 'before':
+                cur_format = f"{symbol} #,##0.{decimals}"
+            else:
+                cur_format = f"#,##0.{decimals} {symbol}"
+            # It seems that Excel replaces automatically the decimal
+            # and thousand separator by those of the language under which
+            # Excel runs
+            currency_style = {"num_format": cur_format, "font_size": font_size}
+            style[currency] = workbook.add_format(dict(currency_style, border=1))
+            style[f'{currency}_bg'] = workbook.add_format(
+                dict(currency_style, bg_color=subtotal_orange))
+            style[f'{currency}_bg_warn'] = workbook.add_format(
+                dict(currency_style, bg_color=subtotal_warn))
+            style[f'{currency}_bg_manual'] = workbook.add_format(
+                dict(currency_style, bg_color=amount_manual))
+        return style

account_bank_reconciliation_summary_xlsx/report/report.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+
+<record id="bank_reconciliation_xlsx" model="ir.actions.report">
+    <field name="name">Bank Reconciliation XLSX</field>
+    <field name="model">bank.reconciliation.report.wizard</field>
+    <field name="report_type">xlsx</field>
+    <field name="report_name">bank.reconciliation.xlsx</field>
+    <field name="report_file">bank.reconciliation.xlsx</field>
+    <field name="print_report_name">'bank_reconciliation-%s' % (object.date)</field>
+</record>
+</odoo>

account_bank_reconciliation_summary_xlsx/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_bank_reconciliation_report_wizard_user,Full access on bank.reconciliation.report.wizard,model_bank_reconciliation_report_wizard,account.group_account_user,1,1,1,1
+access_bank_reconciliation_report_wizard_readonly,Full access on bank.reconciliation.report.wizard,model_bank_reconciliation_report_wizard,account.group_account_readonly,1,1,1,1

account_bank_reconciliation_summary_xlsx/views/account_bank_statement.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <record id="view_bank_statement_form" model="ir.ui.view">
+        <field name="name">bank_rec_summary.account.bank.statement.form</field>
+        <field name="model">account.bank.statement</field>
+        <field name="inherit_id" ref="account.view_bank_statement_form" />
+        <field name="arch" type="xml">
+            <button name="button_reprocess" position="after">
+                <button
+                    name="%(bank_reconciliation_report_wizard_action)d"
+                    type="action"
+                    string="Bank Reconciliation Report"
+                    context="{'default_journal_ids': [journal_id]}"
+                />
+            </button>
+        </field>
+    </record>
+</odoo>

account_bank_reconciliation_summary_xlsx/views/account_journal.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2018-2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <!-- Accounting Dashboard -->
+    <record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
+        <field
+            name="name"
+        >bank_reconciliation_summary.account_journal_dashboard</field>
+        <field name="model">account.journal</field>
+        <field name="inherit_id" ref="account.account_journal_dashboard_kanban_view" />
+        <field name="arch" type="xml">
+            <xpath expr="//a[@name='open_collect_money']/.." position="before">
+                <div name="bank_reconciliation_report">
+                    <a
+                        role="menuitem"
+                        type="action"
+                        name="%(bank_reconciliation_report_wizard_action)d"
+                        context="{'default_journal_ids': [active_id]}"
+                        >Bank Reconciliation</a>
+                </div>
+            </xpath>
+        </field>
+    </record>
+</odoo>

account_bank_reconciliation_summary_xlsx/wizard/__init__.py

@@ -0,0 +1 @@
+from . import bank_reconciliation_report_wizard

account_bank_reconciliation_summary_xlsx/wizard/bank_reconciliation_report_wizard.py

@@ -0,0 +1,42 @@
+# Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class BankReconciliationReportWizard(models.TransientModel):
+    _name = "bank.reconciliation.report.wizard"
+    _description = "Bank Reconciliation Report Wizard"
+    _check_company_auto = True
+
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        ondelete='cascade', required=True,
+        default=lambda self: self.env.company)
+    date = fields.Date(required=True, default=fields.Date.context_today)
+    move_state = fields.Selection(
+        [("posted", "Posted Entries"), ("draft_posted", "Draft and Posted Entries")],
+        string="Entries",
+        required=True,
+        default="posted",
+    )
+    journal_ids = fields.Many2many(
+        "account.journal",
+        string="Bank Journals",
+        domain="[('type', '=', 'bank'), ('company_id', '=', company_id)]",
+        required=True,
+        check_company=True,
+        default=lambda self: self._default_journal_ids(),
+    )
+
+    @api.model
+    def _default_journal_ids(self):
+        journals = self.env["account.journal"].search(
+            [
+                ("type", "=", "bank"),
+                ("bank_account_id", "!=", False),
+                ("company_id", "=", self.env.company.id),
+            ]
+        )
+        return journals

account_bank_reconciliation_summary_xlsx/wizard/bank_reconciliation_report_wizard_view.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <record id="bank_reconciliation_report_wizard_form" model="ir.ui.view">
+        <field name="name">bank.reconciliation.report.wizard.form</field>
+        <field name="model">bank.reconciliation.report.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <group name="main">
+                    <field name="company_id" invisible="1" />
+                    <field name="date" />
+                    <field name="journal_ids" widget="many2many_tags" options="{'no_open': True, 'no_create': True}"/>
+                    <field name="move_state" widget="radio"/>
+                </group>
+                <footer>
+                    <button
+                        name="%(account_bank_reconciliation_summary_xlsx.bank_reconciliation_xlsx)d"
+                        string="Export XLSX"
+                        type="action"
+                        class="btn-primary"
+                    />
+                    <button special="cancel" string="Cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+    <record id="bank_reconciliation_report_wizard_action" model="ir.actions.act_window">
+        <field name="name">Bank Reconciliation</field>
+        <field name="res_model">bank.reconciliation.report.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+    <menuitem
+        id="menu_report_bank_root"
+        parent="account.menu_finance_reports"
+        name="Bank Reports"
+        sequence="12"
+    />
+    <menuitem
+        id="bank_reconciliation_report_wizard_menu"
+        action="bank_reconciliation_report_wizard_action"
+        parent="menu_report_bank_root"
+        sequence="10"
+    />
+</odoo>

account_default_report_without_paiement/README.rst

@@ -0,0 +1,68 @@
+=======================================
+Account Default Report Without Paiement
+=======================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:2035514c3af2d372479b91ca5314fe2f5ff90523f11fb8cc874b4fac8b375f50
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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-akretion%2Fodoo--usability-lightgray.png?logo=github
+    :target: https://github.com/akretion/odoo-usability/tree/14.0/account_default_report_without_paiement
+    :alt: akretion/odoo-usability
+
+|badge1| |badge2| |badge3|
+
+This module switch the default account report to the one without paiement
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/akretion/odoo-usability/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/akretion/odoo-usability/issues/new?body=module:%20account_default_report_without_paiement%0Aversion:%2014.0%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
+~~~~~~~
+
+* Akretion
+
+Contributors
+~~~~~~~~~~~~
+
+* Kévin Roche <kevin.roche@akretion.com>
+
+Maintainers
+~~~~~~~~~~~
+
+.. |maintainer-Kev-Roche| image:: https://github.com/Kev-Roche.png?size=40px
+    :target: https://github.com/Kev-Roche
+    :alt: Kev-Roche
+
+Current maintainer:
+
+|maintainer-Kev-Roche| 
+
+This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/14.0/account_default_report_without_paiement>`_ project on GitHub.
+
+You are welcome to contribute.

account_default_report_without_paiement/__manifest__.py

@@ -0,0 +1,22 @@
+# Copyright 2024 Akretion (https://www.akretion.com).
+# @author Kévin Roche <kevin.roche@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Default Report Without Paiement",
+    "summary": "Account Default Report Without Paiement",
+    "version": "14.0.1.0.0",
+    "category":  "reports",
+    "website":  "https://github.com/OCA/account",
+    "author":  "Akretion, Odoo Community Association (OCA)", 
+    "license": "AGPL-3",
+    "maintainers":["Kev-Roche"],
+    "application": False,
+    "installable": True,
+    "depends": [
+        "account",
+    ],
+    "data": [
+        "data/data.xml",
+    ],
+}

account_default_report_without_paiement/data/data.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<!-- Copyright (C) 2024 Akretion (<http://www.akretion.com>).
+     @author Kévin Roche <kevin.roche@akretion.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+   <record id="account.account_invoices" model="ir.actions.report">
+       <field name="report_name">account.report_invoice</field>
+       <field name="report_file">account.report_invoice</field>
+   </record>
+
+   <record id="account.account_invoices_without_payment" model="ir.actions.report">
+       <field name="name">Factures avec paiement</field>
+       <field name="report_name">account.report_invoice_with_payments</field>
+       <field name="report_file">account.report_invoice_with_payments</field>
+   </record>
+</odoo>

account_default_report_without_paiement/readme/CONTRIBUTORS.rst

@@ -0,0 +1 @@
+* Kévin Roche <kevin.roche@akretion.com>

account_default_report_without_paiement/readme/DESCRIPTION.rst

@@ -0,0 +1 @@
+This module switch the default account report to the one without paiement

account_default_report_without_paiement/static/description/index.html

@@ -0,0 +1,418 @@
+<!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>
+<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
+<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
+<title>Account Default Report Without Paiement</title>
+<style type="text/css">
+
+/*
+:Author: David Goodger (goodger@python.org)
+: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.
+*/
+
+/* used to remove borders from tables and images */
+.borderless, table.borderless td, table.borderless th {
+  border: 0 }
+
+table.borderless td, table.borderless th {
+  /* Override padding for "table.docutils td" with "! important".
+     The right padding separates the table cells. */
+  padding: 0 0.5em 0 0 ! important }
+
+.first {
+  /* Override more specific margin styles with "! important". */
+  margin-top: 0 ! important }
+
+.last, .with-subtitle {
+  margin-bottom: 0 ! important }
+
+.hidden {
+  display: none }
+
+.subscript {
+  vertical-align: sub;
+  font-size: smaller }
+
+.superscript {
+  vertical-align: super;
+  font-size: smaller }
+
+a.toc-backref {
+  text-decoration: none ;
+  color: black }
+
+blockquote.epigraph {
+  margin: 2em 5em ; }
+
+dl.docutils dd {
+  margin-bottom: 0.5em }
+
+object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
+  overflow: hidden;
+}
+
+/* Uncomment (and remove this text!) to get bold-faced definition list terms
+dl.docutils dt {
+  font-weight: bold }
+*/
+
+div.abstract {
+  margin: 2em 5em }
+
+div.abstract p.topic-title {
+  font-weight: bold ;
+  text-align: center }
+
+div.admonition, div.attention, div.caution, div.danger, div.error,
+div.hint, div.important, div.note, div.tip, div.warning {
+  margin: 2em ;
+  border: medium outset ;
+  padding: 1em }
+
+div.admonition p.admonition-title, div.hint p.admonition-title,
+div.important p.admonition-title, div.note p.admonition-title,
+div.tip p.admonition-title {
+  font-weight: bold ;
+  font-family: sans-serif }
+
+div.attention p.admonition-title, div.caution p.admonition-title,
+div.danger p.admonition-title, div.error p.admonition-title,
+div.warning p.admonition-title, .code .error {
+  color: red ;
+  font-weight: bold ;
+  font-family: sans-serif }
+
+/* Uncomment (and remove this text!) to get reduced vertical space in
+   compound paragraphs.
+div.compound .compound-first, div.compound .compound-middle {
+  margin-bottom: 0.5em }
+
+div.compound .compound-last, div.compound .compound-middle {
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+*/
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+  clear: both;
+  font-size: smaller }
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+  display: block ;
+  margin-top: 1em ;
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+div.line-block div.line-block {
+  margin-top: 0 ;
+  margin-bottom: 0 ;
+  margin-left: 1.5em }
+
+div.sidebar {
+  margin: 0 0 0.5em 1em ;
+  border: medium outset ;
+  padding: 1em ;
+  background-color: #ffffee ;
+  width: 40% ;
+  float: right ;
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+  color: red }
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+  margin-top: 0.4em }
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+  text-align: center }
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+  width: 75% }
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+  float: left ;
+  margin-right: 1em }
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+  display: block;
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+}
+
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+}
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+  margin-left: 2em ;
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+
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+  font-family: sans-serif ;
+  font-style: oblique }
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+  font-family: sans-serif ;
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+  font-family: sans-serif }
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+  white-space: nowrap }
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+  white-space: pre }
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+  color: red }
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+  /* font-size relative to parent (h1..h6 element) */
+  font-size: 80% }
+
+table.citation {
+  border-left: solid 1px gray;
+  margin-left: 1px }
+
+table.docinfo {
+  margin: 2em 4em }
+
+table.docutils {
+  margin-top: 0.5em ;
+  margin-bottom: 0.5em }
+
+table.footnote {
+  border-left: solid 1px black;
+  margin-left: 1px }
+
+table.docutils td, table.docutils th,
+table.docinfo td, table.docinfo th {
+  padding-left: 0.5em ;
+  padding-right: 0.5em ;
+  vertical-align: top }
+
+table.docutils th.field-name, table.docinfo th.docinfo-name {
+  font-weight: bold ;
+  text-align: left ;
+  white-space: nowrap ;
+  padding-left: 0 }
+
+/* "booktabs" style (no vertical lines) */
+table.docutils.booktabs {
+  border: 0px;
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+}
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+  border-bottom: thin solid;
+  text-align: left;
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+
+h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
+h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
+  font-size: 100% }
+
+ul.auto-toc {
+  list-style-type: none }
+
+</style>
+</head>
+<body>
+<div class="document" id="account-default-report-without-paiement">
+<h1 class="title">Account Default Report Without Paiement</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:2035514c3af2d372479b91ca5314fe2f5ff90523f11fb8cc874b4fac8b375f50
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<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/akretion/odoo-usability/tree/14.0/account_default_report_without_paiement"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></p>
+<p>This module switch the default account report to the one without paiement</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-1">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-2">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-3">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-4">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-5">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/akretion/odoo-usability/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/akretion/odoo-usability/issues/new?body=module:%20account_default_report_without_paiement%0Aversion:%2014.0%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">
+<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
+<ul class="simple">
+<li>Akretion</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
+<ul class="simple">
+<li>Kévin Roche &lt;<a class="reference external" href="mailto:kevin.roche&#64;akretion.com">kevin.roche&#64;akretion.com</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
+<p>Current maintainer:</p>
+<p><a class="reference external image-reference" href="https://github.com/Kev-Roche"><img alt="Kev-Roche" src="https://github.com/Kev-Roche.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/14.0/account_default_report_without_paiement">akretion/odoo-usability</a> project on GitHub.</p>
+<p>You are welcome to contribute.</p>
+</div>
+</div>
+</div>
+</body>
+</html>

account_invoice_margin/__init__.py

@@ -1,2 +1 @@
-from . import account_invoice
-from . import account_invoice_report
+from . import models

account_invoice_margin/__manifest__.py

@@ -4,7 +4,7 @@
 
 {
     'name': 'Account Invoice Margin',
-    'version': '12.0.1.0.0',
+    'version': '14.0.1.0.0',
     'category': 'Invoicing Management',
     'license': 'AGPL-3',
     'summary': 'Copy standard price on invoice line and compute margins',
@@ -15,10 +15,10 @@ This module has been written by Alexis de Lattre from Akretion
 <alexis.delattre@akretion.com>.
     """,
     'author': 'Akretion',
-    'website': 'http://www.akretion.com',
+    'website': 'https://github.com/akretion/odoo-usability',
     'depends': ['account'],
     'data': [
-        'account_invoice_view.xml',
+        'views/account_move.xml',
     ],
-    'installable': False,
+    'installable': True,
 }

account_invoice_margin/account_invoice.py

@@ -1,152 +0,0 @@
-# Copyright 2015-2019 Akretion France (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import api, fields, models
-import odoo.addons.decimal_precision as dp
-
-
-class AccountInvoiceLine(models.Model):
-    _inherit = 'account.invoice.line'
-
-    standard_price_company_currency = fields.Float(
-        string='Cost Price in Company Currency', readonly=True,
-        digits=dp.get_precision('Product Price'),
-        help="Cost price in company currency in the unit of measure "
-        "of the invoice line (which may be different from the unit "
-        "of measure of the product).")
-    standard_price_invoice_currency = fields.Float(
-        string='Cost Price in Invoice Currency', readonly=True,
-        compute='_compute_margin', store=True,
-        digits=dp.get_precision('Product Price'),
-        help="Cost price in invoice currency in the unit of measure "
-        "of the invoice line")
-    margin_invoice_currency = fields.Monetary(
-        string='Margin in Invoice Currency', readonly=True, store=True,
-        compute='_compute_margin', currency_field='currency_id')
-    margin_company_currency = fields.Monetary(
-        string='Margin in Company Currency', readonly=True, store=True,
-        compute='_compute_margin', currency_field='company_currency_id')
-    margin_rate = fields.Float(
-        string="Margin Rate", readonly=True, store=True,
-        compute='_compute_margin',
-        digits=(16, 2), help="Margin rate in percentage of the sale price")
-
-    @api.depends(
-        'standard_price_company_currency', 'invoice_id.currency_id',
-        'invoice_id.type', 'invoice_id.company_id',
-        'invoice_id.date_invoice', 'quantity', 'price_subtotal')
-    def _compute_margin(self):
-        for il in self:
-            standard_price_inv_cur = 0.0
-            margin_inv_cur = 0.0
-            margin_comp_cur = 0.0
-            margin_rate = 0.0
-            inv = il.invoice_id
-            if inv and inv.type in ('out_invoice', 'out_refund'):
-                # it works in _get_current_rate
-                # even if we set date = False in context
-                # standard_price_inv_cur is in the UoM of the invoice line
-                date = inv._get_currency_rate_date() or\
-                    fields.Date.context_today(self)
-                company = inv.company_id
-                company_currency = company.currency_id
-                standard_price_inv_cur =\
-                    company_currency._convert(
-                        il.standard_price_company_currency,
-                        inv.currency_id, company, date)
-                margin_inv_cur =\
-                    il.price_subtotal - il.quantity * standard_price_inv_cur
-                margin_comp_cur = inv.currency_id._convert(
-                    margin_inv_cur, company_currency, company, date)
-                if il.price_subtotal:
-                    margin_rate = 100 * margin_inv_cur / il.price_subtotal
-                # for a refund, margin should be negative
-                # but margin rate should stay positive
-                if inv.type == 'out_refund':
-                    margin_inv_cur *= -1
-                    margin_comp_cur *= -1
-            il.standard_price_invoice_currency = standard_price_inv_cur
-            il.margin_invoice_currency = margin_inv_cur
-            il.margin_company_currency = margin_comp_cur
-            il.margin_rate = margin_rate
-
-    # We want to copy standard_price on invoice line for customer
-    # invoice/refunds. We can't do that via on_change of product_id,
-    # because it is not always played when invoice is created from code
-    # => we inherit write/create
-    # We write standard_price_company_currency even on supplier invoice/refunds
-    # because we don't have access to the 'type' of the invoice
-    @api.model
-    def create(self, vals):
-        if vals.get('product_id'):
-            pp = self.env['product.product'].browse(vals['product_id'])
-            std_price = pp.standard_price
-            inv_uom_id = vals.get('uom_id')
-            if inv_uom_id and inv_uom_id != pp.uom_id.id:
-                inv_uom = self.env['uom.uom'].browse(inv_uom_id)
-                std_price = pp.uom_id._compute_price(
-                    std_price, inv_uom)
-            vals['standard_price_company_currency'] = std_price
-        return super(AccountInvoiceLine, self).create(vals)
-
-    def write(self, vals):
-        if not vals:
-            vals = {}
-        if 'product_id' in vals or 'uom_id' in vals:
-            for il in self:
-                if 'product_id' in vals:
-                    if vals.get('product_id'):
-                        pp = self.env['product.product'].browse(
-                            vals['product_id'])
-                    else:
-                        pp = False
-                else:
-                    pp = il.product_id or False
-                # uom_id is NOT a required field
-                if 'uom_id' in vals:
-                    if vals.get('uom_id'):
-                        inv_uom = self.env['uom.uom'].browse(
-                            vals['uom_id'])
-                    else:
-                        inv_uom = False
-                else:
-                    inv_uom = il.uom_id or False
-                std_price = 0.0
-                if pp:
-                    std_price = pp.standard_price
-                    if inv_uom and inv_uom != pp.uom_id:
-                        std_price = pp.uom_id._compute_price(
-                            std_price, inv_uom)
-                il.write({'standard_price_company_currency': std_price})
-        return super(AccountInvoiceLine, self).write(vals)
-
-
-class AccountInvoice(models.Model):
-    _inherit = 'account.invoice'
-
-    margin_invoice_currency = fields.Monetary(
-        string='Margin in Invoice Currency',
-        compute='_compute_margin', store=True, readonly=True,
-        currency_field='currency_id')
-    margin_company_currency = fields.Monetary(
-        string='Margin in Company Currency',
-        compute='_compute_margin', store=True, readonly=True,
-        currency_field='company_currency_id')
-
-    @api.depends(
-        'type',
-        'invoice_line_ids.margin_invoice_currency',
-        'invoice_line_ids.margin_company_currency')
-    def _compute_margin(self):
-        res = self.env['account.invoice.line'].read_group(
-            [('invoice_id', 'in', self.ids)],
-            ['invoice_id', 'margin_invoice_currency',
-             'margin_company_currency'],
-            ['invoice_id'])
-        for re in res:
-            if re['invoice_id']:
-                inv = self.browse(re['invoice_id'][0])
-                if inv.type in ('out_invoice', 'out_refund'):
-                    inv.margin_invoice_currency = re['margin_invoice_currency']
-                    inv.margin_company_currency = re['margin_company_currency']

account_invoice_margin/account_invoice_report.py

@@ -1,60 +0,0 @@
-# Copyright 2018-2019 Akretion France (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import api, fields, models
-
-
-class AccountInvoiceReport(models.Model):
-    _inherit = 'account.invoice.report'
-
-    margin = fields.Float(string='Margin', readonly=True)
-    # why digits=0 ??? Why is it like that in the native "account" module
-    user_currency_margin = fields.Float(
-        string="Margin", compute='_compute_user_currency_margin', digits=0)
-
-    _depends = {
-        'account.invoice': [
-            'account_id', 'amount_total_company_signed',
-            'commercial_partner_id', 'company_id',
-            'currency_id', 'date_due', 'date_invoice', 'fiscal_position_id',
-            'journal_id', 'number', 'partner_bank_id', 'partner_id',
-            'payment_term_id', 'residual', 'state', 'type', 'user_id',
-        ],
-        'account.invoice.line': [
-            'account_id', 'invoice_id', 'price_subtotal', 'product_id',
-            'quantity', 'uom_id', 'account_analytic_id',
-            'margin_company_currency',
-        ],
-        'product.product': ['product_tmpl_id'],
-        'product.template': ['categ_id'],
-        'uom.uom': ['category_id', 'factor', 'name', 'uom_type'],
-        'res.currency.rate': ['currency_id', 'name'],
-        'res.partner': ['country_id'],
-    }
-
-    @api.depends('currency_id', 'date', 'margin')
-    def _compute_user_currency_margin(self):
-        user_currency = self.env.user.company_id.currency_id
-        currency_rate = self.env['res.currency.rate'].search([
-            ('rate', '=', 1),
-            '|',
-            ('company_id', '=', self.env.user.company_id.id),
-            ('company_id', '=', False)], limit=1)
-        base_currency = currency_rate.currency_id
-        for record in self:
-            date = record.date or fields.Date.today()
-            company = record.company_id
-            record.user_currency_margin = base_currency._convert(
-                record.margin, user_currency, company, date)
-
-    # TODO check for refunds
-    def _sub_select(self):
-        select_str = super(AccountInvoiceReport, self)._sub_select()
-        select_str += ", SUM(ail.margin_company_currency) AS margin"
-        return select_str
-
-    def _select(self):
-        select_str = super(AccountInvoiceReport, self)._select()
-        select_str += ", sub.margin AS margin"
-        return select_str

account_invoice_margin/account_invoice_view.xml

@@ -1,51 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  © 2015-2017 Akretion (http://www.akretion.com/)
-  @author: Alexis de Lattre <alexis.delattre@akretion.com>
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-<record id="view_invoice_line_form" model="ir.ui.view">
-    <field name="name">margin.account.invoice.line.form</field>
-    <field name="model">account.invoice.line</field>
-    <field name="inherit_id" ref="account.view_invoice_line_form"/>
-    <field name="arch" type="xml">
-        <xpath expr="//field[@name='analytic_tag_ids']/.." position="inside">
-            <field name="standard_price_company_currency"
-                string="Cost Price in Comp. Cur."
-                groups="base.group_no_one"/>
-            <field name="standard_price_invoice_currency"
-                string="Cost Price in Inv. Cur."
-                groups="base.group_no_one"/>
-            <field name="margin_invoice_currency"
-                string="Margin in Inv. Cur."
-                groups="base.group_no_one"/>
-            <field name="margin_company_currency"
-                string="Margin in Comp. Cur."
-                groups="base.group_no_one"/>
-            <label for="margin_rate" groups="base.group_no_one"/>
-            <div name="margin_rate" groups="base.group_no_one">
-                <field name="margin_rate" class="oe_inline"/> %
-            </div>
-        </xpath>
-    </field>
-</record>
-
-<record id="invoice_form" model="ir.ui.view">
-    <field name="name">margin.account.invoice.form</field>
-    <field name="model">account.invoice</field>
-    <field name="inherit_id" ref="account.invoice_form"/>
-    <field name="arch" type="xml">
-        <field name="move_id" position="after">
-            <field name="margin_invoice_currency"
-                string="Margin in Inv. Cur." groups="base.group_no_one"/>
-            <field name="margin_company_currency"
-                string="Margin in Comp. Cur." groups="base.group_no_one"/>
-        </field>
-    </field>
-</record>
-
-
-</odoo>

account_invoice_margin/models/__init__.py

@@ -0,0 +1,2 @@
+from . import account_move
+from . import account_invoice_report

account_invoice_margin/models/account_invoice_report.py

@@ -0,0 +1,36 @@
+# Copyright 2018-2019 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountInvoiceReport(models.Model):
+    _inherit = 'account.invoice.report'
+
+    margin = fields.Float(string='Margin', readonly=True)
+
+    # added margin_company_currency on account.move.line
+    _depends = {
+        'account.move': [
+            'name', 'state', 'move_type', 'partner_id', 'invoice_user_id', 'fiscal_position_id',
+            'invoice_date', 'invoice_date_due', 'invoice_payment_term_id', 'partner_bank_id',
+        ],
+        'account.move.line': [
+            'quantity', 'price_subtotal', 'amount_residual', 'balance', 'amount_currency',
+            'move_id', 'product_id', 'product_uom_id', 'account_id', 'analytic_account_id',
+            'journal_id', 'company_id', 'currency_id', 'partner_id',
+            'margin_company_currency',
+        ],
+        'product.product': ['product_tmpl_id'],
+        'product.template': ['categ_id'],
+        'uom.uom': ['category_id', 'factor', 'name', 'uom_type'],
+        'res.currency.rate': ['currency_id', 'name'],
+        'res.partner': ['country_id'],
+    }
+
+    @api.model
+    def _select(self):
+        select_str = super()._select()
+        select_str += ", line.margin_company_currency * currency_table.rate AS margin"
+        return select_str

account_invoice_margin/models/account_move.py

@@ -0,0 +1,155 @@
+# Copyright 2015-2021 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = 'account.move.line'
+
+    standard_price_company_currency = fields.Float(
+        string='Unit Cost Price in Company Currency', readonly=True,
+        digits='Product Price',
+        help="Unit Cost price in company currency in the unit of measure "
+        "of the invoice line (which may be different from the unit "
+        "of measure of the product).")
+    standard_price_invoice_currency = fields.Float(
+        string='Unit Cost Price in Invoice Currency',
+        compute='_compute_margin', store=True, digits='Product Price',
+        help="Unit Cost price in invoice currency in the unit of measure "
+        "of the invoice line.")
+    margin_invoice_currency = fields.Monetary(
+        string='Margin in Invoice Currency', store=True,
+        compute='_compute_margin', currency_field='currency_id')
+    margin_company_currency = fields.Monetary(
+        string='Margin in Company Currency', store=True,
+        compute='_compute_margin', currency_field='company_currency_id')
+    margin_rate = fields.Float(
+        string="Margin Rate", readonly=True, store=True,
+        compute='_compute_margin',
+        digits=(16, 2), help="Margin rate in percentage of the sale price")
+
+    @api.depends(
+        'standard_price_company_currency', 'move_id.currency_id',
+        'move_id.move_type', 'move_id.company_id',
+        'move_id.invoice_date', 'quantity', 'price_subtotal')
+    def _compute_margin(self):
+        for ml in self:
+            standard_price_inv_cur = 0.0
+            margin_inv_cur = 0.0
+            margin_comp_cur = 0.0
+            margin_rate = 0.0
+            move = ml.move_id
+            if move.move_type and move.move_type in ('out_invoice', 'out_refund'):
+                # it works in _get_current_rate
+                # even if we set date = False in context
+                # standard_price_inv_cur is in the UoM of the invoice line
+                date = move.date or fields.Date.context_today(self)
+                company = move.company_id
+                company_currency = company.currency_id
+                standard_price_inv_cur =\
+                    company_currency._convert(
+                        ml.standard_price_company_currency,
+                        ml.currency_id, company, date)
+                margin_inv_cur =\
+                    ml.price_subtotal - ml.quantity * standard_price_inv_cur
+                margin_comp_cur = move.currency_id._convert(
+                    margin_inv_cur, company_currency, company, date)
+                if ml.price_subtotal:
+                    margin_rate = 100 * margin_inv_cur / ml.price_subtotal
+                # for a refund, margin should be negative
+                # but margin rate should stay positive
+                if move.move_type == 'out_refund':
+                    margin_inv_cur *= -1
+                    margin_comp_cur *= -1
+            ml.standard_price_invoice_currency = standard_price_inv_cur
+            ml.margin_invoice_currency = margin_inv_cur
+            ml.margin_company_currency = margin_comp_cur
+            ml.margin_rate = margin_rate
+
+    # We want to copy standard_price on invoice line for customer
+    # invoice/refunds. We can't do that via on_change of product_id,
+    # because it is not always played when invoice is created from code
+    # => we inherit write/create
+    # We write standard_price_company_currency even on supplier invoice/refunds
+    # because we don't have access to the 'type' of the invoice
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('product_id') and not vals.get('display_type'):
+                pp = self.env['product.product'].browse(vals['product_id'])
+                std_price = pp.standard_price
+                inv_uom_id = vals.get('product_uom_id')
+                if inv_uom_id and inv_uom_id != pp.uom_id.id:
+                    inv_uom = self.env['uom.uom'].browse(inv_uom_id)
+                    std_price = pp.uom_id._compute_price(
+                        std_price, inv_uom)
+                vals['standard_price_company_currency'] = std_price
+        return super().create(vals_list)
+
+    def write(self, vals):
+        if not vals:
+            vals = {}
+        if 'product_id' in vals or 'product_uom_id' in vals:
+            for il in self:
+                if 'product_id' in vals:
+                    if vals.get('product_id'):
+                        pp = self.env['product.product'].browse(
+                            vals['product_id'])
+                    else:
+                        pp = False
+                else:
+                    pp = il.product_id or False
+                # uom_id is NOT a required field
+                if 'product_uom_id' in vals:
+                    if vals.get('product_uom_id'):
+                        inv_uom = self.env['uom.uom'].browse(
+                            vals['product_uom_id'])
+                    else:
+                        inv_uom = False
+                else:
+                    inv_uom = il.uom_id or False
+                std_price = 0.0
+                if pp:
+                    std_price = pp.standard_price
+                    if inv_uom and inv_uom != pp.uom_id:
+                        std_price = pp.uom_id._compute_price(
+                            std_price, inv_uom)
+                il.write({'standard_price_company_currency': std_price})
+        return super().write(vals)
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    margin_invoice_currency = fields.Monetary(
+        string='Margin in Invoice Currency',
+        compute='_compute_margin', store=True,
+        currency_field='currency_id')
+    margin_company_currency = fields.Monetary(
+        string='Margin in Company Currency',
+        compute='_compute_margin', store=True,
+        currency_field='company_currency_id')
+
+    @api.depends(
+        'move_type',
+        'invoice_line_ids.margin_invoice_currency',
+        'invoice_line_ids.margin_company_currency')
+    def _compute_margin(self):
+        rg_res = self.env['account.move.line'].read_group(
+            [
+                ('move_id', 'in', self.ids),
+                ('display_type', '=', False),
+                ('exclude_from_invoice_tab', '=', False),
+                ('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
+            ],
+            ['move_id', 'margin_invoice_currency:sum', 'margin_company_currency:sum'],
+            ['move_id'])
+        mapped_data = dict([(x['move_id'][0], {
+            'margin_invoice_currency': x['margin_invoice_currency'],
+            'margin_company_currency': x['margin_company_currency'],
+            }) for x in rg_res])
+        for move in self:
+            move.margin_invoice_currency = mapped_data.get(move.id, {}).get('margin_invoice_currency')
+            move.margin_company_currency = mapped_data.get(move.id, {}).get('margin_company_currency')

account_invoice_margin/views/account_move.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2015-2024 Akretion (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+<record id="view_move_form" model="ir.ui.view">
+    <field name="name">margin.account.move.form</field>
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_move_form"/>
+    <field name="arch" type="xml">
+        <group name="sale_info_group" position="inside">
+            <field name="margin_invoice_currency"
+                groups="base.group_no_one"
+                attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_company_currency"
+                groups="base.group_no_one"
+                attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+        </group>
+        <xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='price_total']" position="after">
+            <field name="standard_price_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_rate" optional="hide" string="Margin Rate (%)" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+        </xpath>
+        <xpath expr="//field[@name='invoice_line_ids']/form//field[@name='price_total']/.." position="inside">
+            <field name="standard_price_company_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="standard_price_invoice_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_invoice_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_company_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <label for="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <div name="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}">
+                <field name="margin_rate" class="oe_inline"/> %
+            </div>
+        </xpath>
+    </field>
+</record>
+
+<record id="view_invoice_tree" model="ir.ui.view">
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_invoice_tree"/>
+    <field name="arch" type="xml">
+        <field name="amount_residual_signed" position="after">
+            <field name="margin_company_currency" optional="hide" sum="1" invisible="context.get('default_move_type') not in ('out_invoice', 'out_refund')" string="Margin"/>
+        </field>
+    </field>
+</record>
+
+</odoo>

account_invoice_update_wizard/i18n/account_invoice_update_wizard.pot

@@ -0,0 +1,243 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_update_wizard
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__price_subtotal
+msgid "Amount"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_account_id
+msgid "Analytic Account"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_tag_ids
+msgid "Analytic Tags"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_bank_id
+msgid "Bank Account"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Bill Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Cancel"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__company_id
+msgid "Company"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__currency_id
+msgid "Currency"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Customer Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__name
+msgid "Description"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Display Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__id
+msgid "ID"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_id
+msgid "Invoice"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__invoice_line_id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__line_ids
+msgid "Invoice Lines"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.actions.act_window,name:account_invoice_update_wizard.account_invoice_update_action
+msgid "Invoice Update Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move
+msgid "Journal Entry"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid "Non-legal fields of invoice updated via the Invoice Update wizard."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_note
+msgid "Note"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_id
+msgid "Partner"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_payment_term_id
+msgid "Payment Term"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__quantity
+msgid "Quantity"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__ref
+msgid "Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__user_id
+msgid "Salesperson"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_section
+msgid "Section"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__sequence
+msgid "Sequence"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_origin
+msgid "Source Document"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,help:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Technical field for UX purpose."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"The original payment term '%s' doesn't have the same terms (number of terms "
+"and/or amount) as the new payment term '%s'. You can only switch to a "
+"payment term that has the same number of terms with the same amount."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"This wizard doesn't support the update of payment terms on an invoice which "
+"is partially or fully paid."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__move_type
+msgid "Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.view_move_form_inherit
+msgid "Update Invoice"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update Invoice Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_line_update
+msgid "Update non-legal fields of invoice lines"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__parent_id
+msgid "Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_update
+msgid "Wizard to update non-legal fields of invoice"
+msgstr ""

account_invoice_update_wizard/i18n/fr.po

@@ -0,0 +1,250 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_update_wizard
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__price_subtotal
+msgid "Amount"
+msgstr "Montant"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_account_id
+msgid "Analytic Account"
+msgstr "Compte Analytique"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_tag_ids
+msgid "Analytic Tags"
+msgstr "Tag Analytique"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_bank_id
+msgid "Bank Account"
+msgstr "Compte Bancaire"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+#, fuzzy
+msgid "Bill Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__company_id
+msgid "Company"
+msgstr "Société"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__currency_id
+msgid "Currency"
+msgstr "Devise"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+#, fuzzy
+msgid "Customer Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__name
+msgid "Description"
+msgstr "Description"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__display_name
+msgid "Display Name"
+msgstr "Nom"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Display Type"
+msgstr "Type Affichage"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__id
+msgid "ID"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_id
+msgid "Invoice"
+msgstr "Facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__invoice_line_id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__line_ids
+msgid "Invoice Lines"
+msgstr "Ligne de factures"
+
+#. module: account_invoice_update_wizard
+#: model:ir.actions.act_window,name:account_invoice_update_wizard.account_invoice_update_action
+msgid "Invoice Update Wizard"
+msgstr "Assistance de mise à jour de la facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move
+msgid "Journal Entry"
+msgstr "Entrée comptable"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid "Non-legal fields of invoice updated via the Invoice Update wizard."
+msgstr "Champs non légaux mis à jour via l'assistant"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_note
+msgid "Note"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_id
+msgid "Partner"
+msgstr "Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_payment_term_id
+msgid "Payment Term"
+msgstr "Condition de paiement"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__quantity
+msgid "Quantity"
+msgstr "Quantité"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__ref
+#, fuzzy
+msgid "Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__user_id
+msgid "Salesperson"
+msgstr "Vendeur"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_section
+msgid "Section"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__sequence
+msgid "Sequence"
+msgstr "Sequence"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_origin
+msgid "Source Document"
+msgstr "Origine du document"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,help:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Technical field for UX purpose."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"The original payment term '%s' doesn't have the same terms (number of terms "
+"and/or amount) as the new payment term '%s'. You can only switch to a "
+"payment term that has the same number of terms with the same amount."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"This wizard doesn't support the update of payment terms on an invoice which "
+"is partially or fully paid."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__move_type
+msgid "Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update"
+msgstr "Mettre à jour"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.view_move_form_inherit
+msgid "Update Invoice"
+msgstr "Mettre à jour"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update Invoice Wizard"
+msgstr "Assistant de mise à jour"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_line_update
+msgid "Update non-legal fields of invoice lines"
+msgstr "Mettre à jour les champs non légaux des lignes de facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__parent_id
+msgid "Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_update
+msgid "Wizard to update non-legal fields of invoice"
+msgstr "Assistant pour mettre à jours les champs non légaux"
+
+#~ msgid "Account"
+#~ msgstr "Compte"

account_invoice_update_wizard/views/account_move.xml

@@ -11,7 +11,8 @@
     <field name="inherit_id" ref="account.view_move_form"/>
     <field name="arch" type="xml">
         <button name="button_draft" position="before">
-            <button name="prepare_update_wizard" type="object" string="Update Invoice" states="posted" groups="account.group_account_invoice"/>
+            <button name="prepare_update_wizard" type="object" string="Update Invoice" groups="account.group_account_invoice" attrs="{'invisible': ['|', ('state', '!=', 'posted'), ('move_type', '=', 'entry')]}"/>
+            <button name="prepare_update_wizard" type="object" string="Update Entry" groups="account.group_account_invoice" attrs="{'invisible': ['|', ('state', '!=', 'posted'), ('move_type', '!=', 'entry')]}"/>
         </button>
     </field>
 </record>

account_invoice_update_wizard/wizard/account_move_update.py

@@ -21,6 +21,7 @@ class AccountMoveUpdate(models.TransientModel):
     invoice_payment_term_id = fields.Many2one(
         'account.payment.term', string='Payment Term')
     ref = fields.Char(string='Reference')  # field label is customized in the view
+    invoice_date = fields.Date()
     invoice_origin = fields.Char(string='Source Document')
     partner_bank_id = fields.Many2one(
         'res.partner.bank', string='Bank Account')
@@ -30,7 +31,7 @@ class AccountMoveUpdate(models.TransientModel):
     @api.model
     def _simple_fields2update(self):
         '''List boolean, date, datetime, char, text fields'''
-        return ['ref', 'invoice_origin']
+        return ['ref', 'invoice_origin', 'invoice_date']
 
     @api.model
     def _m2o_fields2update(self):
@@ -48,6 +49,7 @@ class AccountMoveUpdate(models.TransientModel):
             aa_tags = [(6, 0, aa_tags.ids)] if aa_tags else False
             res['line_ids'].append([0, 0, {
                 'invoice_line_id': line.id,
+                'sequence': line.sequence,
                 'name': line.name,
                 'quantity': line.quantity,
                 'price_subtotal': line.price_subtotal,
@@ -225,13 +227,21 @@ class AccountMoveUpdate(models.TransientModel):
             inv.message_post(body=_(
                 'Non-legal fields of invoice updated via the Invoice Update '
                 'wizard.'))
+        # Purge existing PDF
+        report = self.env.ref("account.account_invoices")
+        attachment = report.retrieve_attachment(inv)
+        # attachment may be None
+        if attachment:
+            attachment.unlink()
         return True
 
 
 class AccountMoveLineUpdate(models.TransientModel):
     _name = 'account.move.line.update'
     _description = 'Update non-legal fields of invoice lines'
+    _order = "sequence, name"
 
+    sequence = fields.Integer()
     parent_id = fields.Many2one(
         'account.move.update', string='Wizard', ondelete='cascade')
     invoice_line_id = fields.Many2one(

account_invoice_update_wizard/wizard/account_move_update_view.xml

@@ -15,22 +15,25 @@
                     <field name="move_type" invisible="1"/>
                     <field name="company_id" invisible="1"/>
                     <field name="partner_id" invisible="1"/>
-                    <field string="Bill Reference" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}" name="ref"/>
+                    <field string="Bill Date" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}" name="invoice_date"/>
+                    <field string="Supplier Bill Reference" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}" name="ref"/>
                     <field string="Customer Reference" attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}" name="ref"/>
-                    <field name="invoice_origin"/>
-                    <field name="invoice_payment_term_id" widget="selection"/>
-                    <field name="partner_bank_id"/>
-                    <field name="user_id" options="{'no_open': True, 'no_create': True, 'no_create_edit': True}"/>
+                    <field string="Ref" attrs="{'invisible': [('move_type', '!=', 'entry')]}" name="ref"/>
+                    <field name="invoice_origin" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
+                    <!-- update of payment term is broken -->
+                    <!-- <field name="invoice_payment_term_id" widget="selection"/>-->
+                    <field name="partner_bank_id" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
+                    <field name="user_id" options="{'no_open': True, 'no_create': True, 'no_create_edit': True}" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
                 </group>
                 <group name="lines">
-                    <field name="line_ids" nolabel="1">
+                    <field name="line_ids" nolabel="1" widget="section_and_note_one2many">
                         <tree editable="bottom" create="false" delete="false" edit="true">
                             <field name="invoice_line_id" invisible="1"/>
                             <field name="display_type" invisible="1"/>
                             <field name="currency_id" invisible="1"/>
                             <field name="name"/>
-                            <field name="quantity" attrs="{'invisible': [('display_type', '!=', False)]}"/>
-                            <field name="price_subtotal" attrs="{'invisible': [('display_type', '!=', False)]}"/>
+                            <field name="quantity" attrs="{'invisible': [('display_type', '!=', False)], 'column_invisible': [('parent.move_type', '=', 'entry')]}"/>
+                            <field name="price_subtotal" attrs="{'invisible': [('display_type', '!=', False)], 'column_invisible': [('parent.move_type', '=', 'entry')]}"/>
                             <field name="analytic_account_id" attrs="{'invisible': [('display_type', '!=', False)]}" groups="analytic.group_analytic_accounting"/>
                             <field name="analytic_tag_ids" attrs="{'invisible': [('display_type', '!=', False)]}" groups="analytic.group_analytic_tags" widget="many2many_tags"/>
                     </tree>

account_invoice_update_wizard_payment_mode/wizard/account_move_update_view.xml

@@ -12,7 +12,7 @@
     <field name="model">account.move.update</field>
     <field name="inherit_id" ref="account_invoice_update_wizard.account_invoice_update_form"/>
     <field name="arch" type="xml">
-        <field name="invoice_payment_term_id" position="after">
+        <field name="partner_bank_id" position="before">
             <field name="payment_mode_filter_type_domain" invisible="1"/>
             <field name="partner_bank_filter_type_domain" invisible="1"/>
             <field name="bank_account_required" invisible="1"/>

account_payment_line_manual_account/__init__.py

@@ -1,2 +1 @@
 from . import models
-from . import wizard

account_payment_line_manual_account/__manifest__.py

@@ -0,0 +1,25 @@
+# Copyright 2024 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Account Payment Line Manual Account',
+    'version': '14.0.1.0.0',
+    'category': 'Accounting',
+    'license': 'AGPL-3',
+    'summary': 'Ability to select the account on payment lines without journal item',
+    'description': """
+With this module, when you manually create a payment line that is not linked to a journal item, you can select an account (by default, it is set to the payable/receivable account of the partner) : this account will be used as the counter part of the outbound/inbound payment account configured on the bank journal. It covers special needs of a few companies that use SEPA credit transfer for the same partner in different accounting scenarios.
+
+This module has been written by Alexis de Lattre from Akretion
+<alexis.delattre@akretion.com>.
+    """,
+    'author': 'Akretion',
+    'maintainers': ['alexis-via'],
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': ['account_payment_order'],
+    'data': [
+        "views/account_payment_line.xml",
+    ],
+    'installable': True,
+}

account_payment_line_manual_account/models/__init__.py

@@ -0,0 +1,2 @@
+from . import account_payment_line
+from . import account_payment_order

account_payment_line_manual_account/models/account_payment_line.py

@@ -0,0 +1,38 @@
+# Copyright 2024 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountPaymentLine(models.Model):
+    _inherit = "account.payment.line"
+
+    account_id = fields.Many2one(
+        'account.account',
+        compute="_compute_account_id", store=True, readonly=False, check_company=True,
+        domain="[('company_id', '=', company_id), ('deprecated', '=', False)]")
+    analytic_account_id = fields.Many2one(
+        'account.analytic.account', string='Analytic Account',
+        domain="[('company_id', 'in', [False, company_id])]",
+        check_company=True)
+
+    @api.depends('move_line_id', 'partner_id')
+    def _compute_account_id(self):
+        for line in self:
+            account_id = False
+            if not line.move_line_id and line.partner_id:
+                partner = line.partner_id.with_company(line.order_id.company_id.id)
+                if line.order_id.payment_type == "inbound":
+                    account_id = partner.property_account_receivable_id.id
+                else:
+                    account_id = partner.property_account_payable_id.id
+            line.account_id = account_id
+
+    # take info account account_id for grouping
+    def payment_line_hashcode(self):
+        hashcode = super().payment_line_hashcode()
+        account_str = str(self.account_id.id or False)
+        analytic_account_str = str(self.analytic_account_id.id or False)
+        hashcode = '-'.join([hashcode, account_str, analytic_account_str])
+        return hashcode

account_payment_line_manual_account/models/account_payment_order.py

@@ -0,0 +1,18 @@
+# Copyright 2024 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class AccountPaymentOrder(models.Model):
+    _inherit = "account.payment.order"
+
+    def _prepare_move_line_partner_account(self, bank_line):
+        vals = super()._prepare_move_line_partner_account(bank_line)
+        if not bank_line.payment_line_ids[0].move_line_id:
+            vals.update({
+                'account_id': bank_line.payment_line_ids[0].account_id.id,
+                'analytic_account_id': bank_line.payment_line_ids[0].analytic_account_id.id or False,
+                })
+        return vals

account_payment_line_manual_account/views/account_payment_line.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2024 Akretion France (https://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+
+<odoo>
+
+
+<record id="account_payment_line_form" model="ir.ui.view">
+    <field name="model">account.payment.line</field>
+    <field name="inherit_id" ref="account_payment_order.account_payment_line_form"/>
+    <field name="arch" type="xml">
+        <field name="company_id" position="after">
+            <field name="account_id" attrs="{'invisible': [('move_line_id', '!=', False)], 'required': [('move_line_id', '=', False)]}"/>
+            <field name="analytic_account_id" attrs="{'invisible': [('move_line_id', '!=', False)]}" groups="analytic.group_analytic_accounting"/>
+        </field>
+    </field>
+</record>
+
+<record id="account_payment_line_tree" model="ir.ui.view">
+    <field name="model">account.payment.line</field>
+    <field name="inherit_id" ref="account_payment_order.account_payment_line_tree"/>
+    <field name="arch" type="xml">
+        <field name="move_line_id" position="after">
+            <field name="account_id" optional="hide"/>
+            <field name="analytic_account_id" optional="hide" groups="analytic.group_analytic_accounting"/>
+        </field>
+    </field>
+</record>
+
+
+</odoo>

account_usability/README.rst

@@ -2,10 +2,13 @@
 Account Usability
 =================
 
-.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:0a1f18d3ec52ddde3b0ffdb507573d43a38ec1609a578fae0c43f5e5a65026be
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
@@ -14,10 +17,10 @@ Account Usability
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github
-    :target: https://github.com/akretion/odoo-usability/tree/12.0/account_usability
+    :target: https://github.com/akretion/odoo-usability/tree/14.0/account_usability
     :alt: akretion/odoo-usability
 
-|badge1| |badge2| |badge3| 
+|badge1| |badge2| |badge3|
 
 This modules adds the following functions:
 
@@ -52,7 +55,6 @@ This modules adds the following functions:
 * don't attach PDF upon invoice report generation on supplier invoices/refunds
 * Add filter on debit and credit amount for Move Lines
 * Add supplier invoice number in invoice tree view
-* Add date in outstanding payment widget on invoice form view (requires `odoo PR 84180 <https://github.com/odoo/odoo/pull/84180>`_)
 
 Together with this module, I recommend the use of the following modules:
 
@@ -70,8 +72,8 @@ Bug Tracker
 
 Bugs are tracked on `GitHub Issues <https://github.com/akretion/odoo-usability/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 <https://github.com/akretion/odoo-usability/issues/new?body=module:%20account_usability%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/akretion/odoo-usability/issues/new?body=module:%20account_usability%0Aversion:%2014.0%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.
 
@@ -92,6 +94,6 @@ Contributors
 Maintainers
 ~~~~~~~~~~~
 
-This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/12.0/account_usability>`_ project on GitHub.
+This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/14.0/account_usability>`_ project on GitHub.
 
 You are welcome to contribute.

account_usability/__init__.py

@@ -1,2 +1,3 @@
 from . import models
 from . import wizard
+from .hooks import post_init_hook

account_usability/__manifest__.py

@@ -4,7 +4,7 @@
 
 {
     'name': 'Account Usability',
-    'version': '14.0.1.0.0',
+    'version': '14.0.1.1.0',
     'category': 'Accounting & Finance',
     'license': 'AGPL-3',
     'summary': 'Small usability enhancements in account module',
@@ -29,8 +29,8 @@
         'views/account_tax.xml',
         'views/product.xml',
         'views/res_config_settings.xml',
-        'views/res_partner.xml',
         'views/res_company.xml',
+        'views/res_partner.xml',
         'views/account_report.xml',
         'views/account_reconcile_model.xml',
         'wizard/account_invoice_mark_sent_view.xml',
@@ -41,4 +41,5 @@
         ],
     'qweb': ['static/src/xml/account_payment.xml'],
     'installable': True,
+    "post_init_hook": "post_init_hook",
 }

account_usability/hooks.py

@@ -0,0 +1,9 @@
+# Copyright 2022 Akretion (https://www.akretion.com).
+# @author Sébastien BEAU <sebastien.beau@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import SUPERUSER_ID, api
+
+def post_init_hook(cr, registry):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    env["account.move.line"].update_matching_number()

account_usability/i18n/account_usability.pot

@@ -524,11 +524,6 @@ msgstr ""
 msgid "Recipient Bank"
 msgstr ""
 
-#. module: account_usability
-#: model:ir.model.fields,field_description:account_usability.field_account_move_line__reconcile_string
-msgid "Reconcile"
-msgstr ""
-
 #. module: account_usability
 #: model:ir.model.fields,field_description:account_usability.field_account_bank_statement_line__ref
 #: model:ir.model.fields,field_description:account_usability.field_account_move__ref

account_usability/migrations/14.0.1.1.0/post-migrate.py

@@ -0,0 +1,9 @@
+# Copyright 2020 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import SUPERUSER_ID, api
+
+
+def migrate(cr, version):
+    env = api.Environment(cr, SUPERUSER_ID, {})
+    env["account.move.line"].update_matching_number()

account_usability/models/account_bank_statement.py

@@ -43,13 +43,6 @@ class AccountBankStatement(models.Model):
             res.append((statement.id, name))
         return res
 
-    def button_reopen(self):
-        self = self.with_context(skip_undo_reconciliation=True)
-        return super().button_reopen()
-
-    def button_undo_reconciliation(self):
-        self.line_ids.button_undo_reconciliation()
-
 
 class AccountBankStatementLine(models.Model):
     _inherit = 'account.bank.statement.line'
@@ -96,9 +89,3 @@ class AccountBankStatementLine(models.Model):
             'res_id': self.move_id.id,
             })
         return action
-
-    def button_undo_reconciliation(self):
-        if self._context.get("skip_undo_reconciliation"):
-            return
-        else:
-            return super().button_undo_reconciliation()

account_usability/models/account_move.py

@@ -2,12 +2,18 @@
 # @author Alexis de Lattre <alexis.delattre@akretion.com>
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
+from datetime import timedelta
+import logging
+
 from odoo import api, fields, models, _
+from odoo.exceptions import UserError, ValidationError
+from odoo.osv import expression
 from odoo.tools import float_is_zero
 from odoo.tools.misc import format_date
-from odoo.osv import expression
-from datetime import timedelta
-from odoo.exceptions import UserError
+from odoo.tools.safe_eval import safe_eval, time
+from collections import defaultdict
+
+_logger = logging.getLogger(__name__)
 
 
 class AccountMove(models.Model):
@@ -36,6 +42,67 @@ class AccountMove(models.Model):
         compute="_compute_sales_dates", readonly=True,
         help="This information appear on invoice qweb report "
              "(you may use it for your own report)")
+    # There is a native "blocked" field (bool) on account.move.line
+    # We want to have that field on invoices to improve usability
+    # while keeping compatibility with the standard Odoo datamodel
+    blocked = fields.Boolean(
+        compute="_compute_blocked",
+        inverse="_inverse_blocked",
+        store=True,
+        string="Dispute",
+        tracking=True,
+    )
+    # Having amounts in invoice currency can be useful in tree view of invoices
+    # We add those fields with optional="hide"
+    amount_untaxed_invoice_currency_signed = fields.Monetary(
+        compute="_compute_amount_invoice_currency_signed", store=True,
+        string="Untaxed Amount Invoice Currency Signed")
+    amount_tax_invoice_currency_signed = fields.Monetary(
+        compute="_compute_amount_invoice_currency_signed", store=True,
+        string="Tax Invoice Currency Signed")
+    amount_total_invoice_currency_signed = fields.Monetary(
+        compute="_compute_amount_invoice_currency_signed", store=True,
+        string="Total Invoice Currency Signed")
+    amount_residual_invoice_currency_signed = fields.Monetary(
+        compute="_compute_amount_invoice_currency_signed", store=True,
+        string="Amount Due Invoice Currency Signed")
+    # Field search_account_id is just for search view
+    search_account_id = fields.Many2one(related='line_ids.account_id')
+
+    @api.depends('amount_untaxed', 'amount_tax', 'amount_total', 'amount_residual', 'move_type')
+    def _compute_amount_invoice_currency_signed(self):
+        for move in self:
+            amount_untaxed_invoice_currency_signed = move.amount_untaxed
+            amount_tax_invoice_currency_signed = move.amount_tax
+            amount_total_invoice_currency_signed = move.amount_total
+            amount_residual_invoice_currency_signed = move.amount_residual
+            if move.move_type in ('out_refund', 'in_refund'):
+                amount_untaxed_invoice_currency_signed *= -1
+                amount_tax_invoice_currency_signed *= -1
+                amount_total_invoice_currency_signed *= -1
+                amount_residual_invoice_currency_signed *= -1
+            move.amount_untaxed_invoice_currency_signed = amount_untaxed_invoice_currency_signed
+            move.amount_tax_invoice_currency_signed = amount_tax_invoice_currency_signed
+            move.amount_total_invoice_currency_signed = amount_total_invoice_currency_signed
+            move.amount_residual_invoice_currency_signed = amount_residual_invoice_currency_signed
+
+    @api.depends("line_ids", "line_ids.blocked")
+    def _compute_blocked(self):
+        for move in self:
+            move.blocked = any(
+                [
+                    l.blocked
+                    for l in move.line_ids
+                    if l.account_id.internal_type in ("payable", "receivable")
+                ]
+            )
+
+    def _inverse_blocked(self):
+        for move in self:
+            for line in move.line_ids.filtered(
+                lambda l: l.account_id.internal_type in ("payable", "receivable")
+            ):
+                line.blocked = move.blocked
 
     def _compute_has_discount(self):
         prec = self.env['decimal.precision'].precision_get('Discount')
@@ -108,6 +175,16 @@ class AccountMove(models.Model):
 #            self.invalidate_cache()
 #        return res
 
+    def _reverse_moves(self, default_values_list=None, cancel=False):
+        reverse_moves = super()._reverse_moves(
+            default_values_list=default_values_list, cancel=cancel)
+        # In the simple scenario 1 invoice -> 1 refund, we add a message in the chatter
+        # of the invoice and in the chatter of the refund
+        if len(self) == 1 and len(reverse_moves) == 1:
+            self.message_post(body=_("A reverse journal entry <a href=# data-oe-model=account.move data-oe-id=%d>%s</a> has been generated.") % (reverse_moves.id, reverse_moves.display_name))
+            reverse_moves.message_post(body=_("This journal entry has been generated as the reverse of <a href=# data-oe-model=account.move data-oe-id=%d>%s</a>.") % (self.id, self.display_name))
+        return reverse_moves
+
     def delete_lines_qty_zero(self):
         lines = self.env['account.move.line'].search([
             ('display_type', '=', False),
@@ -181,33 +258,14 @@ class AccountMove(models.Model):
                 move.suitable_journal_ids = self.env['account.journal'].search(domain)
 
     def button_draft(self):
-        super().button_draft()
         # Delete attached pdf invoice
-        try:
-            report_invoice = self.env['ir.actions.report']._get_report_from_name('account.report_invoice')
-        except IndexError:
-            report_invoice = False
-        if report_invoice and report_invoice.attachment:
-            for move in self.filtered(lambda x: x.move_type in ('out_invoice', 'out_refund')):
-                # The pb is that the filename is dynamic and related to move.state
-                # in v12, the feature was native and they used that kind of code:
-                # with invoice.env.do_in_draft():
-                #    invoice.number, invoice.state = invoice.move_name, 'open'
-                #    attachment = self.env.ref('account.account_invoices').retrieve_attachment(invoice)
-                # But do_in_draft() doesn't exists in v14
-                # If you know how we could do that, please update the code below
-                attachment = self.env['ir.attachment'].search([
-                    ('name', '=', self._get_invoice_attachment_name()),
-                    ('res_id', '=', move.id),
-                    ('res_model', '=', self._name),
-                    ('type', '=', 'binary'),
-                    ], limit=1)
-                if attachment:
-                    attachment.unlink()
-
-    def _get_invoice_attachment_name(self):
-        self.ensure_one()
-        return '%s.pdf' % (self.name and self.name.replace('/', '_') or 'INV')
+        for move in self.filtered(lambda x: x.move_type in ('out_invoice', 'out_refund')):
+            for report_xmlid in ('account.account_invoices', 'account.account_invoices_without_payment'):
+                report = self.env.ref(report_xmlid)
+                attach = report.retrieve_attachment(move)
+                if attach:
+                    attach.unlink()
+        super().button_draft()
 
     def _get_accounting_date(self, invoice_date, has_tax):
         # On vendor bills/refunds, we want date = invoice_date unless
@@ -217,10 +275,44 @@ class AccountMove(models.Model):
         if self.is_purchase_document(include_receipts=True):
             tax_lock_date = self.company_id.tax_lock_date
             if invoice_date and tax_lock_date and has_tax and invoice_date <= tax_lock_date:
-               invoice_date = tax_lock_date + timedelta(days=1)
+                invoice_date = tax_lock_date + timedelta(days=1)
             date = invoice_date
         return date
 
+    # I don't use account_invoice_supplier_ref_unique because it adds
+    # a field supplier_invoice_number on account.move instead of using the native field
+    # cf https://github.com/OCA/account-invoicing/issues/1484
+    # So I take inspiration from the code of account_invoice_supplier_ref_unique
+    # but I use the native "ref" field
+    @api.constrains("ref", "partner_id")
+    def _check_in_invoice_ref_unique_insensitive(self):
+        for move in self:
+            if move.ref and move.is_purchase_document(
+                include_receipts=True
+            ):
+                in_invoice_same_ref = self.search(
+                    [
+                        ("commercial_partner_id", "=", move.commercial_partner_id.id),
+                        ("move_type", "in", ("in_invoice", "in_refund")),
+                        ("company_id", "=", move.company_id.id),
+                        ("ref", "=ilike", move.ref),
+                        ("id", "!=", move.id),
+                    ],
+                    limit=1,
+                )
+                if in_invoice_same_ref:
+                    raise ValidationError(
+                        _(
+                            "An invoice already exists in Odoo with the same "
+                            "bill reference '%s' for the same supplier '%s': %s."
+                        )
+                        % (
+                            in_invoice_same_ref.ref,
+                            in_invoice_same_ref.partner_id.display_name,
+                            in_invoice_same_ref.display_name,
+                        )
+                    )
+
 
 class AccountMoveLine(models.Model):
     _inherit = 'account.move.line'
@@ -238,8 +330,6 @@ class AccountMoveLine(models.Model):
     full_reconcile_id = fields.Many2one(string='Full Reconcile')
     matched_debit_ids = fields.One2many(string='Partial Reconcile Debit')
     matched_credit_ids = fields.One2many(string='Partial Reconcile Credit')
-    reconcile_string = fields.Char(
-        compute='_compute_reconcile_string', string='Reconcile', store=True)
     # for optional display in tree view
     product_barcode = fields.Char(related='product_id.barcode', string="Product Barcode")
 
@@ -255,17 +345,21 @@ class AccountMoveLine(models.Model):
         })
         return action
 
-    @api.depends(
-            'full_reconcile_id', 'matched_debit_ids', 'matched_credit_ids')
-    def _compute_reconcile_string(self):
-        for line in self:
-            rec_str = False
-            if line.full_reconcile_id:
-                rec_str = line.full_reconcile_id.name
-            else:
-                rec_str = ', '.join([
-                    'a%d' % pr.id for pr in line.matched_debit_ids + line.matched_credit_ids])
-            line.reconcile_string = rec_str
+    def update_matching_number(self):
+        records = self.search([("matching_number", "=", "P")])
+        _logger.info(f"Update partial reconcile number for {len(records)} lines")
+        records._compute_matching_number()
+
+    def _compute_matching_number(self):
+        # TODO maybe it will be better to have the same maching_number for
+        # all partial so it will be easier to group by
+        super()._compute_matching_number()
+        for record in self:
+            if record.matching_number == "P":
+                record.matching_number = ", ".join([
+                    "a%d" % pr.id
+                    for pr in record.matched_debit_ids + record.matched_credit_ids
+                ])
 
     def _get_computed_name(self):
         # This is useful when you want to have the product code in a dedicated

account_usability/static/description/index.html

@@ -1,20 +1,20 @@
-<?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>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
-<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
+<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
 <title>Account Usability</title>
 <style type="text/css">
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z 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 http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
+See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
 */
 
@@ -275,7 +275,7 @@ pre.literal-block, pre.doctest-block, pre.math, pre.code {
   margin-left: 2em ;
   margin-right: 2em }
 
-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 }
@@ -301,7 +301,7 @@ span.option {
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -366,8 +366,10 @@ ul.auto-toc {
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:0a1f18d3ec52ddde3b0ffdb507573d43a38ec1609a578fae0c43f5e5a65026be
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external" 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" 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" href="https://github.com/akretion/odoo-usability/tree/12.0/account_usability"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></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/akretion/odoo-usability/tree/14.0/account_usability"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></p>
 <p>This modules adds the following functions:</p>
 <ul class="simple">
 <li>Add an <em>Overdue</em> filter on invoice search view (this feature was previously
@@ -411,41 +413,41 @@ located in te module <em>account_invoice_overdue_filter</em>)</li>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
-<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
-<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
-<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
-<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
-<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-1">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-2">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-3">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-4">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-5">Maintainers</a></li>
 </ul>
 </li>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
-<h1><a class="toc-backref" href="#id1">Bug Tracker</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/akretion/odoo-usability/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 smashing it by providing a detailed and welcomed
-<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20account_usability%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20account_usability%0Aversion:%2014.0%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">
-<h1><a class="toc-backref" href="#id2">Credits</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
 <div class="section" id="authors">
-<h2><a class="toc-backref" href="#id3">Authors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
 <ul class="simple">
 <li>Akretion</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h2><a class="toc-backref" href="#id4">Contributors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
 <ul class="simple">
 <li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
 <li>David Beal &lt;<a class="reference external" href="mailto:david.beal&#64;akretion.com">david.beal&#64;akretion.com</a>&gt;</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h2><a class="toc-backref" href="#id5">Maintainers</a></h2>
-<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/12.0/account_usability">akretion/odoo-usability</a> project on GitHub.</p>
+<h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
+<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/14.0/account_usability">akretion/odoo-usability</a> project on GitHub.</p>
 <p>You are welcome to contribute.</p>
 </div>
 </div>

account_usability/views/account_account_type.xml

@@ -7,12 +7,24 @@
 
 <odoo>
 
+<record id="view_account_type_form" model="ir.ui.view">
+    <field name="name">account_usability.account_account_type.form</field>
+    <field name="model">account.account.type</field>
+    <field name="inherit_id" ref="account.view_account_type_form" />
+    <field name="arch"  type="xml">
+        <field name="type" position="after">
+            <field name="internal_group"/>
+        </field>
+    </field>
+</record>
+
 <record id="view_account_type_tree" model="ir.ui.view">
-    <field name="name">account_usability.account_type_tree</field>
+    <field name="name">account_usability.account_account_type_tree</field>
     <field name="model">account.account.type</field>
     <field name="inherit_id" ref="account.view_account_type_tree" />
     <field name="arch"  type="xml">
         <field name="type" position="after">
+            <field name="internal_group" optional="show"/>
             <field name="include_initial_balance" optional="show"/>
         </field>
     </field>

account_usability/views/account_bank_statement.xml

@@ -13,13 +13,8 @@
     <field name="model">account.bank.statement</field>
     <field name="inherit_id" ref="account.view_bank_statement_form"/>
     <field name="arch" type="xml">
-        <button name="button_reopen" position="after">
-            <button
-                name="button_undo_reconciliation"
-                type="object"
-                confirm="Are you sure to unreconcile all the entries of the bank statement?"
-                states="open"
-                string="Unreconcile All"/>
+        <button name="button_reopen" position="attributes">
+            <attribute name="confirm">Are you sure ? Don't do 'Reset to New' if you just want to modify the bank journal entry of an existing statement line.</attribute>
         </button>
         <xpath expr="//field[@name='line_ids']/tree/button[@name='button_undo_reconciliation']" position="after">
             <field name="move_id" invisible="1"/>

account_usability/views/account_move.xml

@@ -42,12 +42,21 @@
             <attribute name="optional">show</attribute>
         </xpath>
         <xpath expr="//field[@name='line_ids']/tree/field[@name='tax_tag_ids']" position="after">
-            <field name="matching_number" optional="hide"/>
-            <field name="reconcile_string" optional="show"/>
+            <field name="matching_number" optional="show"/>
         </xpath>
         <xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='product_id']" position="after">
             <field name="product_barcode" optional="hide"/>
         </xpath>
+        <field name="auto_post" position="before">
+            <field name="blocked"/>
+        </field>
+        <div role="alert" position="after">
+            <div id="warn_blocked" groups="account.group_account_invoice,account.group_account_readonly"
+                    class="alert alert-warning" role="alert" style="margin-bottom:0px;"
+                    attrs="{'invisible': ['|', ('move_type', 'not in', ('in_invoice', 'in_refund', 'out_invoice', 'out_refund')), ('blocked', '=', False)]}">
+                    This <field name="move_type"/> is marked as <b>disputed</b>.
+            </div>
+        </div>
     </field>
 </record>
 
@@ -58,6 +67,14 @@
         <field name="amount_residual_signed" position="attributes">
             <attribute name="optional">show</attribute>
         </field>
+        <field name="amount_untaxed_signed" position="before">
+            <!-- No sum="1" on the invoice currency fields, because it doesn't make sense
+                to add amounts in different currencies -->
+            <field name="amount_untaxed_invoice_currency_signed" string="Tax Excluded Inv. Cur." optional="hide"/>
+            <field name="amount_tax_invoice_currency_signed" string="Tax Inv. Cur." optional="hide"/>
+            <field name="amount_total_invoice_currency_signed" string="Total Inv. Cur." optional="hide"/>
+            <field name="amount_residual_invoice_currency_signed" string="Amount Due Inv. Cur." optional="hide"/>
+        </field>
     </field>
 </record>
 
@@ -72,6 +89,8 @@
              <filter name="sent" string="Sent" domain="[('is_move_sent', '=', True), ('move_type', 'in', ('out_invoice', 'out_refund'))]"/>
             <separator/>
             <filter name="no_attachment" string="Missing Attachment" domain="[('has_attachment', '=', False)]"/>
+            <separator/>
+            <filter name="dispute" string="Dispute" domain="[('blocked', '=', True)]"/>
         </filter>
         <filter name="salesperson" position="before">
             <filter name="commercial_partner_groupby" string="Commercial Partner" context="{'group_by': 'commercial_partner_id'}"/>
@@ -82,6 +101,33 @@
     </field>
 </record>
 
+<record id="view_account_move_filter" model="ir.ui.view">
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_account_move_filter"/>
+    <field name="arch" type="xml">
+        <field name="journal_id" position="after">
+            <field name="search_account_id"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_move_line_form" model="ir.ui.view">
+    <field name="model">account.move.line</field>
+    <field name="inherit_id" ref="account.view_move_line_form"/>
+    <field name="arch" type="xml">
+        <!-- The field 'blocked' is alone in it's block
+        We don't want to display an empty block, so we put the attrs on the group
+        The drawback of this is that, if someone added a field in that group,
+        he won't see the field when internal_type is not payable/receivable -->
+        <xpath expr="//field[@name='blocked']/.." position="attributes">
+            <attribute name="attrs">{'invisible': [('account_internal_type', 'not in', ('payable', 'receivable'))]}</attribute>
+        </xpath>
+        <field name="company_id" position="after">
+            <field name="account_internal_type" invisible="1"/>
+        </field>
+    </field>
+</record>
+
 <record id="view_move_line_tree" model="ir.ui.view">
     <field name="model">account.move.line</field>
     <field name="inherit_id" ref="account.view_move_line_tree"/>
@@ -106,7 +152,7 @@
             <separator/>
         </filter>
         <field name="partner_id" position="after">
-            <field name="reconcile_string" />
+            <field name="matching_number" />
             <field name="debit" filter_domain="['|', ('debit', '=', self), ('credit', '=', self)]" string="Debit or Credit"/>
         </field>
         <filter name="unreconciled" position="before">
@@ -118,12 +164,27 @@
         <field name="name" position="attributes">
             <attribute name="string">Label, Reference, Account or Partner</attribute>
         </field>
+        <field name="name" position="before">
+            <field name="move_id" position="move"/>
+        </field>
         <field name="partner_id" position="attributes">
             <attribute name="domain">['|', ('parent_id', '=', False), ('is_company', '=', True)]</attribute>
         </field>
     </field>
 </record>
 
+<record id="view_move_line_pivot" model="ir.ui.view">
+    <field name="model">account.move.line</field>
+    <field name="inherit_id" ref="account.view_move_line_pivot"/>
+    <field name="arch" type="xml">
+        <!-- By default, date is split by month... but if you've been using Odoo for several years,
+            the pivot table becomes very big by default: so we split by year -->
+        <field name="date" position="attributes">
+            <attribute name="interval">year</attribute>
+        </field>
+    </field>
+</record>
+
 <record id="account.action_move_journal_line" model="ir.actions.act_window">
     <field name="context">{'default_move_type': 'entry', 'view_no_maturity': True}</field>
     <!-- Remove 'search_default_misc_filter': 1 -->

account_usability/views/res_partner.xml

@@ -1,23 +1,21 @@
 <?xml version="1.0" encoding="utf-8"?>
 <!--
-  Copyright 2017-2020 Akretion (http://www.akretion.com/)
+  Copyright 2024 Akretion France (http://www.akretion.com/)
   @author: Alexis de Lattre <alexis.delattre@akretion.com>
   License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 -->
 
 <odoo>
 
-
 <record id="view_partner_property_form" model="ir.ui.view">
-    <field name="name">account_usability.res.partner.form</field>
     <field name="model">res.partner</field>
     <field name="inherit_id" ref="account.view_partner_property_form"/>
     <field name="arch" type="xml">
-        <xpath expr="//field[@name='bank_ids']/tree/field[@name='acc_number']" position="after">
-            <field name="acc_type"/>
+        <xpath expr="//field[@name='bank_ids']/tree/field[@name='acc_holder_name']" position="attributes">
+            <attribute name="invisible">0</attribute>
+            <attribute name="optional">hide</attribute>
         </xpath>
     </field>
 </record>
 
-
 </odoo>

account_usability/wizard/account_move_reversal.py

@@ -12,13 +12,14 @@ class AccountMoveReversal(models.TransientModel):
 
     # Set default reversal date to original move + 1 day
     # and raise error if original move has already been reversed
+    # WARNING: this wizard is also used to generate refunds
     @api.model
     def default_get(self, fields_list):
         res = super().default_get(fields_list)
         assert self._context.get('active_model') == 'account.move'
         amo = self.env['account.move']
         moves = amo.browse(self._context['active_ids'])
-        if len(moves) == 1:
+        if len(moves) == 1 and moves.move_type not in ('out_invoice', 'in_invoice'):
             res['date'] = moves.date + relativedelta(days=1)
         reversed_move = amo.search([('reversed_entry_id', 'in', moves.ids)], limit=1)
         if reversed_move:

base_company_extension/README.rst

@@ -2,10 +2,13 @@
 Base Company Extension
 ======================
 
-.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f1f2fb39af0682210c6ac91e106869ab7bfffe1c397becc289eaaf68b707e933
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
@@ -14,24 +17,28 @@ Base Company Extension
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github
-    :target: https://github.com/akretion/odoo-usability/tree/12.0/base_company_extension
+    :target: https://github.com/akretion/odoo-usability/tree/14.0/base_company_extension
     :alt: akretion/odoo-usability
 
-|badge1| |badge2| |badge3| 
-
-This module adds the following fields on the company:
+|badge1| |badge2| |badge3|
 
+This module adds the following fields to the ResCompany model:
 * Capital Amount
 * Legal Type
 
-This is useful to display the legal name of the company in reports.
+This is useful to display the legal name of the company in reports
+
+**Table of contents**
+
+.. contents::
+   :local:
 
 Bug Tracker
 ===========
 
 Bugs are tracked on `GitHub Issues <https://github.com/akretion/odoo-usability/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
+If you spotted it first, help us to smash it by providing a detailed and welcomed
 `feedback <https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_company_extension%0Aversion:%2014.0%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.
@@ -52,6 +59,6 @@ Contributors
 Maintainers
 ~~~~~~~~~~~
 
-This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/12.0/base_company_extension>`_ project on GitHub.
+This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/14.0/base_company_extension>`_ project on GitHub.
 
 You are welcome to contribute.

base_company_extension/static/description/index.html

@@ -1,20 +1,20 @@
-<?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>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
-<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
+<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
 <title>Base Company Extension</title>
 <style type="text/css">
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z 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 http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
+See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
 */
 
@@ -275,7 +275,7 @@ pre.literal-block, pre.doctest-block, pre.math, pre.code {
   margin-left: 2em ;
   margin-right: 2em }
 
-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 }
@@ -301,7 +301,7 @@ span.option {
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -366,8 +366,10 @@ ul.auto-toc {
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:f1f2fb39af0682210c6ac91e106869ab7bfffe1c397becc289eaaf68b707e933
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external" 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" 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" href="https://github.com/akretion/odoo-usability/tree/12.0/base_company_extension"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></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/akretion/odoo-usability/tree/14.0/base_company_extension"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></p>
 <p>This module adds the following fields to the ResCompany model:
 * Capital Amount
 * Legal Type</p>
@@ -375,40 +377,40 @@ ul.auto-toc {
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
-<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
-<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
-<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
-<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
-<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-1">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-2">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-3">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-4">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-5">Maintainers</a></li>
 </ul>
 </li>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
-<h1><a class="toc-backref" href="#id1">Bug Tracker</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/akretion/odoo-usability/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 smashing it by providing a detailed and welcomed
-<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_company_extension%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_company_extension%0Aversion:%2014.0%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">
-<h1><a class="toc-backref" href="#id2">Credits</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
 <div class="section" id="authors">
-<h2><a class="toc-backref" href="#id3">Authors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
 <ul class="simple">
 <li>Akretion</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h2><a class="toc-backref" href="#id4">Contributors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
 <ul class="simple">
 <li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h2><a class="toc-backref" href="#id5">Maintainers</a></h2>
-<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/12.0/base_company_extension">akretion/odoo-usability</a> project on GitHub.</p>
+<h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
+<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/14.0/base_company_extension">akretion/odoo-usability</a> project on GitHub.</p>
 <p>You are welcome to contribute.</p>
 </div>
 </div>

base_partner_one2many_phone/partner_phone.py

@@ -15,6 +15,7 @@ class ResPartnerPhone(models.Model):
     _name = 'res.partner.phone'
     _order = 'partner_id, type'
     _phone_name_sequence = 8
+    _phone_name_fields = ["phone"]
     _inherit = ['phone.validation.mixin']
     _description = 'Multiple emails and phones for partners'
 
@@ -73,7 +74,7 @@ class ResPartnerPhone(models.Model):
                 if self._context.get('callerid'):
                     name = pphone.partner_id.display_name
                 else:
-                    name = u'%s (%s)' % (pphone.phone, pphone.partner_id.name)
+                    name = '%s (%s)' % (pphone.phone, pphone.partner_id.name)
             else:
                 name = pphone.phone
             res.append((pphone.id, name))
@@ -104,6 +105,7 @@ class ResPartnerPhone(models.Model):
 
 class ResPartner(models.Model):
     _inherit = 'res.partner'
+    _phone_name_fields = []
 
     # in v10, we are supposed to have in DB E.164 format
     # with the current implementation, we have:
@@ -147,6 +149,8 @@ class ResPartner(models.Model):
         if vals.get(partner_field):
             vals['phone_ids'].append(
                 (0, 0, {'type': type, partner_phone_field: vals[partner_field]}))
+        if partner_field in vals:
+            vals.pop(partner_field)
 
     @api.model
     def create(self, vals):
@@ -155,7 +159,6 @@ class ResPartner(models.Model):
             self._update_create_vals(vals, '1_email_primary', 'email', 'email')
             self._update_create_vals(vals, '3_phone_primary', 'phone', 'phone')
             self._update_create_vals(vals, '5_mobile_primary', 'mobile', 'phone')
-            # self._update_create_vals(vals, '7_fax_primary', 'fax', 'phone')
         return super().create(vals)
 
     def _update_write_vals(
@@ -178,16 +181,16 @@ class ResPartner(models.Model):
             else:
                 if pphone:
                     vals['phone_ids'].append((2, pphone.id))
+            vals.pop(partner_field)
 
     def write(self, vals):
         if 'phone_ids' not in vals:
             for rec in self:
-                vals['phone_ids'] = []
-                rec._update_write_vals(vals, '1_email_primary', 'email', 'email')
-                rec._update_write_vals(vals, '3_phone_primary', 'phone', 'phone')
-                rec._update_write_vals(vals, '5_mobile_primary', 'mobile', 'phone')
-                rec._update_write_vals(vals, '7_fax_primary', 'fax', 'phone')
-                super(ResPartner, rec).write(vals)
+                cvals = dict(vals, phone_ids=[])
+                rec._update_write_vals(cvals, '1_email_primary', 'email', 'email')
+                rec._update_write_vals(cvals, '3_phone_primary', 'phone', 'phone')
+                rec._update_write_vals(cvals, '5_mobile_primary', 'mobile', 'phone')
+                super(ResPartner, rec).write(cvals)
             return True
         else:
             return super().write(vals)

base_partner_one2many_phone/partner_phone_view.xml

@@ -161,6 +161,12 @@
         <field name="name" position="attributes">
             <attribute name="filter_domain">['|', '|', ('display_name', 'ilike', self), ('ref', '=ilike', self + '%'), ('phone_ids.email', 'ilike', self)]</attribute>
         </field>
+        <field name="email" position="attributes">
+            <attribute name="filter_domain">[('phone_ids.email', 'ilike', self)]</attribute>
+        </field>
+        <field name="phone" position="attributes">
+            <attribute name="filter_domain">[('phone_ids.phone', 'ilike', self)]</attribute>
+        </field>
     </field>
 </record>
 

base_usability/README.rst

@@ -2,10 +2,13 @@
 Base Usability
 ==============
 
-.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:34b38099c08b1967a5082dd802765b1b34015403159badf256ee845648d9e6da
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
@@ -14,10 +17,10 @@ Base Usability
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github
-    :target: https://github.com/akretion/odoo-usability/tree/12.0/base_usability
+    :target: https://github.com/akretion/odoo-usability/tree/14.0/base_usability
     :alt: akretion/odoo-usability
 
-|badge1| |badge2| |badge3| 
+|badge1| |badge2| |badge3|
 
 This module adds the following functions:
 
@@ -55,8 +58,8 @@ Bug Tracker
 
 Bugs are tracked on `GitHub Issues <https://github.com/akretion/odoo-usability/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 <https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_usability%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_usability%0Aversion:%2014.0%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.
 
@@ -72,11 +75,12 @@ Contributors
 ~~~~~~~~~~~~
 
 * Alexis de Lattre <alexis.delattre@akretion.com>
+* Raphaël Valyi <rvalyi@akretion.com>
 * David Beal <david.beal@akretion.com>
 
 Maintainers
 ~~~~~~~~~~~
 
-This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/12.0/base_usability>`_ project on GitHub.
+This module is part of the `akretion/odoo-usability <https://github.com/akretion/odoo-usability/tree/14.0/base_usability>`_ project on GitHub.
 
 You are welcome to contribute.

base_usability/__manifest__.py

@@ -10,7 +10,7 @@
     'summary': 'Better usability in base module',
     'author': 'Akretion',
     'website': 'http://www.akretion.com',
-    'depends': ['base'],
+    'depends': ['web'],
     'data': [
         'security/group.xml',
         'security/ir.model.access.csv',
@@ -21,6 +21,7 @@
         'views/ir_module.xml',
         'views/ir_sequence.xml',
         'views/ir_property.xml',
+        'views/assets.xml',
         ],
     'installable': True,
 }

base_usability/fix-mimetypes_application_xml.diff

@@ -0,0 +1,13 @@
+diff --git a/odoo/tools/mimetypes.py b/odoo/tools/mimetypes.py
+index d104198a4ae..6eeabcc63a3 100644
+--- a/odoo/tools/mimetypes.py
++++ b/odoo/tools/mimetypes.py
+@@ -123,7 +123,7 @@ _mime_mappings = (
+     _Entry('image/png', [b'\x89PNG\r\n\x1A\n'], []),
+     _Entry('image/gif', [b'GIF87a', b'GIF89a'], []),
+     _Entry('image/bmp', [b'BM'], []),
+-    _Entry('image/svg+xml', [b'<'], [
++    _Entry('application/xml', [b'<'], [
+         _check_svg,
+     ]),
+     _Entry('image/x-icon', [b'\x00\x00\x01\x00'], []),

base_usability/i18n/base_usability.pot

@@ -6,8 +6,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 14.0\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2021-07-01 10:02+0000\n"
-"PO-Revision-Date: 2021-07-01 10:02+0000\n"
+"POT-Creation-Date: 2024-03-26 21:27+0000\n"
+"PO-Revision-Date: 2024-03-26 21:27+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -15,6 +15,18 @@ msgstr ""
 "Content-Transfer-Encoding: \n"
 "Plural-Forms: \n"
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "%s with a capital of"
+msgstr ""
+
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "APE:"
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_partner_bank
 msgid "Bank Accounts"
@@ -25,11 +37,22 @@ msgstr ""
 msgid "Bank Name"
 msgstr ""
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "Capital:"
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_company
 msgid "Companies"
 msgstr ""
 
+#. module: base_usability
+#: model_terms:ir.ui.view,arch_db:base_usability.ir_property_view_search
+msgid "Company"
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_partner
 msgid "Contact"
@@ -48,6 +71,7 @@ msgid "Customer Number:"
 msgstr ""
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__display_name
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server__display_name
 #: model:ir.model.fields,field_description:base_usability.field_ir_model__display_name
 #: model:ir.model.fields,field_description:base_usability.field_res_company__display_name
@@ -65,12 +89,24 @@ msgstr ""
 msgid "E-mail:"
 msgstr ""
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "EORI:"
+msgstr ""
+
+#. module: base_usability
+#: model_terms:ir.ui.view,arch_db:base_usability.ir_property_view_search
+msgid "Field"
+msgstr ""
+
 #. module: base_usability
 #: model_terms:ir.ui.view,arch_db:base_usability.res_country_search
 msgid "Group By"
 msgstr ""
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__id
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server__id
 #: model:ir.model.fields,field_description:base_usability.field_ir_model__id
 #: model:ir.model.fields,field_description:base_usability.field_res_company__id
@@ -87,6 +123,7 @@ msgid "Installable"
 msgstr ""
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report____last_update
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server____last_update
 #: model:ir.model.fields,field_description:base_usability.field_ir_model____last_update
 #: model:ir.model.fields,field_description:base_usability.field_res_company____last_update
@@ -139,6 +176,11 @@ msgstr ""
 msgid "Partner Tags"
 msgstr ""
 
+#. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__print_report_name
+msgid "Printed Report Name"
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model.fields,field_description:base_usability.field_res_partner__ref
 #: model:ir.model.fields,field_description:base_usability.field_res_users__ref
@@ -146,8 +188,14 @@ msgid "Reference"
 msgstr ""
 
 #. module: base_usability
-#: model_terms:ir.ui.view,arch_db:base_usability.res_country_search
-msgid "Search Countries"
+#: model:ir.model,name:base_usability.model_ir_actions_report
+msgid "Report Action"
+msgstr ""
+
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "SIRET:"
 msgstr ""
 
 #. module: base_usability
@@ -169,6 +217,14 @@ msgstr ""
 msgid "Tel:"
 msgstr ""
 
+#. module: base_usability
+#: model:ir.model.fields,help:base_usability.field_ir_actions_report__print_report_name
+msgid ""
+"This is the filename of the report going to download. Keep empty to not "
+"change the report filename. You can use a python expression with the "
+"'object' and 'time' variables."
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_users
 msgid "Users"

base_usability/i18n/fr.po

@@ -6,15 +6,27 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 14.0\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2021-07-01 10:02+0000\n"
-"PO-Revision-Date: 2021-07-01 12:15+0200\n"
-"Last-Translator: Alexis de Lattre <alexis@via.ecp.fr>\n"
+"POT-Creation-Date: 2024-03-26 21:27+0000\n"
+"PO-Revision-Date: 2024-03-26 21:27+0000\n"
+"Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: \n"
 "Plural-Forms: \n"
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "%s with a capital of"
+msgstr "%s au capital de"
+
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "APE:"
+msgstr "APE :"
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_partner_bank
 msgid "Bank Accounts"
@@ -25,11 +37,22 @@ msgstr "Comptes bancaires"
 msgid "Bank Name"
 msgstr "Nom de la banque"
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "Capital:"
+msgstr "Capital : "
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_company
 msgid "Companies"
 msgstr "Sociétés"
 
+#. module: base_usability
+#: model_terms:ir.ui.view,arch_db:base_usability.ir_property_view_search
+msgid "Company"
+msgstr "Société"
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_partner
 msgid "Contact"
@@ -42,11 +65,13 @@ msgstr "Devise"
 
 #. module: base_usability
 #: code:addons/base_usability/models/res_partner.py:0
+#: code:addons/base_usability/models/res_partner.py:0
 #, python-format
 msgid "Customer Number:"
 msgstr "N° client :"
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__display_name
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server__display_name
 #: model:ir.model.fields,field_description:base_usability.field_ir_model__display_name
 #: model:ir.model.fields,field_description:base_usability.field_res_company__display_name
@@ -64,12 +89,24 @@ msgstr "Nom affiché"
 msgid "E-mail:"
 msgstr "E-mail :"
 
+#. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "EORI:"
+msgstr "EORI :"
+
+#. module: base_usability
+#: model_terms:ir.ui.view,arch_db:base_usability.ir_property_view_search
+msgid "Field"
+msgstr "Champ"
+
 #. module: base_usability
 #: model_terms:ir.ui.view,arch_db:base_usability.res_country_search
 msgid "Group By"
 msgstr "Grouper par"
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__id
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server__id
 #: model:ir.model.fields,field_description:base_usability.field_ir_model__id
 #: model:ir.model.fields,field_description:base_usability.field_res_company__id
@@ -78,7 +115,7 @@ msgstr "Grouper par"
 #: model:ir.model.fields,field_description:base_usability.field_res_partner_category__id
 #: model:ir.model.fields,field_description:base_usability.field_res_users__id
 msgid "ID"
-msgstr "ID"
+msgstr ""
 
 #. module: base_usability
 #: model_terms:ir.ui.view,arch_db:base_usability.view_module_filter
@@ -86,6 +123,7 @@ msgid "Installable"
 msgstr "Installable"
 
 #. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report____last_update
 #: model:ir.model.fields,field_description:base_usability.field_ir_mail_server____last_update
 #: model:ir.model.fields,field_description:base_usability.field_ir_model____last_update
 #: model:ir.model.fields,field_description:base_usability.field_res_company____last_update
@@ -136,7 +174,12 @@ msgstr "Personne (utilisé pour cacher des entrées de menu natifs)"
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_partner_category
 msgid "Partner Tags"
-msgstr "Étiquettes du partenaire"
+msgstr "Étiquettes contact"
+
+#. module: base_usability
+#: model:ir.model.fields,field_description:base_usability.field_ir_actions_report__print_report_name
+msgid "Printed Report Name"
+msgstr "Nom du rapport imprimé"
 
 #. module: base_usability
 #: model:ir.model.fields,field_description:base_usability.field_res_partner__ref
@@ -145,11 +188,18 @@ msgid "Reference"
 msgstr "Référence"
 
 #. module: base_usability
-#: model_terms:ir.ui.view,arch_db:base_usability.res_country_search
-msgid "Search Countries"
+#: model:ir.model,name:base_usability.model_ir_actions_report
+msgid "Report Action"
 msgstr ""
 
 #. module: base_usability
+#: code:addons/base_usability/models/res_company.py:0
+#, python-format
+msgid "SIRET:"
+msgstr "SIRET :"
+
+#. module: base_usability
+#: code:addons/base_usability/models/res_partner.py:0
 #: code:addons/base_usability/models/res_partner.py:0
 #, python-format
 msgid "Supplier Number:"
@@ -158,7 +208,7 @@ msgstr "N° fournisseur :"
 #. module: base_usability
 #: model:ir.model.fields,field_description:base_usability.field_res_partner_category__name
 msgid "Tag Name"
-msgstr "Nom de l'étiquette"
+msgstr "Libellé de l'étiquette"
 
 #. module: base_usability
 #: code:addons/base_usability/models/res_company.py:0
@@ -167,6 +217,14 @@ msgstr "Nom de l'étiquette"
 msgid "Tel:"
 msgstr "Tél :"
 
+#. module: base_usability
+#: model:ir.model.fields,help:base_usability.field_ir_actions_report__print_report_name
+msgid ""
+"This is the filename of the report going to download. Keep empty to not "
+"change the report filename. You can use a python expression with the "
+"'object' and 'time' variables."
+msgstr ""
+
 #. module: base_usability
 #: model:ir.model,name:base_usability.model_res_users
 msgid "Users"

base_usability/models/__init__.py

@@ -6,3 +6,4 @@ from . import res_company
 from . import ir_mail_server
 from . import ir_actions_report
 from . import ir_model
+from . import misc

base_usability/models/misc.py

@@ -0,0 +1,36 @@
+# Copyright 2016-2025 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+from odoo.tools import misc, float_compare
+
+
+class BaseUsabilityInstalled(models.AbstractModel):
+    _name = "base.usability.installed"
+    _description = "Base Usability Installed"
+
+
+formatLang_original = misc.formatLang
+
+
+def formatLang(
+        env, value, digits=None, grouping=True,
+        monetary=False, dp=False, currency_obj=False, int_no_digits=True):
+    if (
+            'base.usability.installed' in env and
+            int_no_digits and
+            not monetary and
+            isinstance(value, float) and
+            dp):
+        prec = env['decimal.precision'].precision_get(dp)
+        if not float_compare(value, int(value), precision_digits=prec):
+            digits = 0
+            dp = False
+    res = formatLang_original(
+        env, value, digits=digits, grouping=grouping,
+        monetary=monetary, dp=dp, currency_obj=currency_obj)
+    return res
+
+
+misc.formatLang = formatLang

base_usability/models/res_company.py

@@ -3,6 +3,7 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 from odoo import api, models, _
+from odoo.tools.misc import format_amount
 
 
 class ResCompany(models.Model):
@@ -39,32 +40,82 @@ class ResCompany(models.Model):
                 'value': self.phone,
                 # http://www.fileformat.info/info/unicode/char/1f4de/index.htm
                 'icon': '\U0001F4DE',
-                'label': _('Tel:')},
+                'label': _('Tel:'),
+                },
             'email': {
                 'value': self.email,
                 # http://www.fileformat.info/info/unicode/char/2709/index.htm
                 'icon': '\u2709',
-                'label': _('E-mail:')},
+                'label': _('E-mail:'),
+                },
             'website': {
                 'value': self.website,
                 'icon': '\U0001f310',
-                'label': _('Website:')},
+                'label': _('Website:'),
+                },
             'vat': {
                 'value': self.vat,
-                'label': _('VAT:')},
+                'label': _('VAT:'),
+                },
+            'ape': {
+                'value': hasattr(self, 'ape') and self.ape or False,
+                'label': _('APE:'),
+                },
+            'siret': {
+                'value': hasattr(self, 'siret') and self.siret or False,
+                'label': _('SIRET:'),
+                },
+            'siren': {
+                'value': hasattr(self, 'siren') and self.siren or False,
+                'label': _('SIREN:'),
+                },
+            'rcs_siren': {
+                'value': hasattr(self, 'siren') and self.siren and self.company_registry and f"{self.company_registry} {self.siren}",
+                'label': 'RCS',
+                },
+            'eori': {
+                'value': self._get_eori(),
+                'label': _('EORI:'),
+                },
+            'capital': {
+                # 'capital_amount' added by base_company_extension
+                'value': hasattr(self, 'capital_amount') and self.capital_amount and format_amount(self.env, self.capital_amount, self.currency_id) or False,
+                'label': _('Capital:'),
+                }
             }
+        # 'legal_type' added by base_company_extension
+        if hasattr(self, 'legal_type') and self.legal_type:
+            options['capital']['label'] = _('%s with a capital of') % self.legal_type
         return options
 
+    def _get_eori(self):
+        eori = False
+        if self.partner_id.country_id.code == 'FR' and hasattr(self, 'siret') and self.siret:
+            # Currently migrating from EORI-SIRET to EORI-SIREN :
+            # https://www.pwcavocats.com/fr/ealertes/ealertes-france/2023/avril/reforme-numero-eori-siren-siret.html
+            # But, for the moment, we continue to use EORI-SIRET
+            eori = f'FR{self.siret}'
+        return eori
+
     def _report_company_legal_name(self):
         '''Method inherited in the module base_company_extension'''
         self.ensure_one()
         return self.name
 
+    def _report_header_line_details(self):
+        """This method is designed to be inherited"""
+        # I decided not to put email in the default header because only a few very small
+        # companies have a generic company email address
+        line_details = [['phone', 'website', 'rcs_siren', 'capital'], ['vat', 'siret', 'eori', 'ape']]
+        return line_details
+
     # for reports
     def _display_report_header(
-            self, line_details=[['phone', 'website'], ['vat']],
-            icon=True, line_separator=' - '):
+            self, line_details=None, icon=True, line_separator=' - '):
         self.ensure_one()
+        if line_details is None:
+            line_details = self._report_header_line_details()
+
         res = ''
         address = self.partner_id._display_address(without_company=True)
         address = address.replace('\n', ' - ')

base_usability/models/res_partner.py

@@ -125,6 +125,20 @@ class ResPartner(models.Model):
                 'label': _('Supplier Number:'),
                 },
             }
+        if hasattr(self, 'siren'):
+            options['siren'] = {
+                'value': self.siren,
+                'label': _("SIREN:"),
+                }
+        if hasattr(self, 'siret'):
+            if hasattr(self, 'siren'):  # l10n_fr_siret is installed
+                siret = self.siren and self.nic and self.siret or False
+            else:
+                siret = self.siret
+            options['siret'] = {
+                'value': siret,
+                'label': _("SIRET:"),
+                }
         res = []
         for detail in details:
             if options.get(detail) and options[detail]['value']:

base_usability/static/description/index.html

@@ -1,20 +1,20 @@
-<?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>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
-<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
+<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
 <title>Base Usability</title>
 <style type="text/css">
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z 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 http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
+See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
 */
 
@@ -275,7 +275,7 @@ pre.literal-block, pre.doctest-block, pre.math, pre.code {
   margin-left: 2em ;
   margin-right: 2em }
 
-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 }
@@ -301,7 +301,7 @@ span.option {
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -366,8 +366,10 @@ ul.auto-toc {
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:34b38099c08b1967a5082dd802765b1b34015403159badf256ee845648d9e6da
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external" 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" 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" href="https://github.com/akretion/odoo-usability/tree/12.0/base_usability"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></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/akretion/odoo-usability/tree/14.0/base_usability"><img alt="akretion/odoo-usability" src="https://img.shields.io/badge/github-akretion%2Fodoo--usability-lightgray.png?logo=github" /></a></p>
 <p>This module adds the following functions:</p>
 <ul class="simple">
 <li>Adds <em>track_visibility=’onchange’</em> on all the important fields of the Partner object</li>
@@ -397,41 +399,42 @@ ul.auto-toc {
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
-<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
-<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
-<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
-<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
-<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-1">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-2">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-3">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-4">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-5">Maintainers</a></li>
 </ul>
 </li>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
-<h1><a class="toc-backref" href="#id1">Bug Tracker</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-1">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/akretion/odoo-usability/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 smashing it by providing a detailed and welcomed
-<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_usability%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/akretion/odoo-usability/issues/new?body=module:%20base_usability%0Aversion:%2014.0%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">
-<h1><a class="toc-backref" href="#id2">Credits</a></h1>
+<h1><a class="toc-backref" href="#toc-entry-2">Credits</a></h1>
 <div class="section" id="authors">
-<h2><a class="toc-backref" href="#id3">Authors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-3">Authors</a></h2>
 <ul class="simple">
 <li>Akretion</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h2><a class="toc-backref" href="#id4">Contributors</a></h2>
+<h2><a class="toc-backref" href="#toc-entry-4">Contributors</a></h2>
 <ul class="simple">
 <li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
+<li>Raphaël Valyi &lt;<a class="reference external" href="mailto:rvalyi&#64;akretion.com">rvalyi&#64;akretion.com</a>&gt;</li>
 <li>David Beal &lt;<a class="reference external" href="mailto:david.beal&#64;akretion.com">david.beal&#64;akretion.com</a>&gt;</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h2><a class="toc-backref" href="#id5">Maintainers</a></h2>
-<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/12.0/base_usability">akretion/odoo-usability</a> project on GitHub.</p>
+<h2><a class="toc-backref" href="#toc-entry-5">Maintainers</a></h2>
+<p>This module is part of the <a class="reference external" href="https://github.com/akretion/odoo-usability/tree/14.0/base_usability">akretion/odoo-usability</a> project on GitHub.</p>
 <p>You are welcome to contribute.</p>
 </div>
 </div>

base_usability/static/src/scss/form_view.scss

@@ -0,0 +1,10 @@
+.o_form_view {
+    .o_address_format {
+        .o_address_state {
+            margin-right: 0;
+        }
+        .o_address_zip {
+            margin-right: 2%;
+        }
+    }
+}

base_usability/views/assets.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <template
+        id="assets_backend"
+        name="web_sheet_full_width"
+        inherit_id="web.assets_backend"
+    >
+        <xpath expr="." position="inside">
+            <link
+                rel="stylesheet"
+                href="/base_usability/static/src/scss/form_view.scss"
+            />
+        </xpath>
+    </template>
+</odoo>

base_usability/views/res_partner.xml

@@ -20,6 +20,24 @@
         <div attrs="{'invisible': [('same_vat_partner_id', '=', False)]}" position="attributes">
             <attribute name="class">alert alert-warning</attribute>
         </div>
+        <!-- Native order: city / state_id / zip. New order: zip / city / state_id -->
+        <xpath expr="//div[hasclass('o_address_format')]/field[@name='city']" position="before">
+            <field name="zip" position="move"/>
+        </xpath>
+        <field name="industry_id" position="attributes">
+            <attribute name="attrs">{'invisible': [('parent_id', '!=', False)]}</attribute>
+        </field>
+    </field>
+</record>
+
+<record id="res_partner_view_form_private" model="ir.ui.view">
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.res_partner_view_form_private"/>
+    <field name="arch" type="xml">
+        <xpath expr="//field[@name='bank_ids']/tree/field[@name='acc_holder_name']" position="attributes">
+            <attribute name="invisible">0</attribute>
+            <attribute name="optional">hide</attribute>
+        </xpath>
     </field>
 </record>
 
@@ -45,6 +63,9 @@
         <field name="phone" position="after">
             <field name="mobile" optional="show" widget="phone" class="o_force_ltr"/>
         </field>
+        <field name="category_id" position="after">
+            <field name="industry_id" optional="hide"/>
+        </field>
     </field>
 </record>
 
@@ -58,6 +79,9 @@
             <!-- for 'ref', change '=' to 'start with' -->
             <attribute name="filter_domain">['|','|',('display_name','ilike',self),('ref','=ilike',self + '%'),('email','ilike',self)]</attribute>
         </field>
+        <filter name="group_country" position="after">
+            <filter name="industry_groupby" string="Industry" context="{'group_by': 'industry_id'}"/>
+        </filter>
     </field>
 </record>
 

base_usability/views/res_partner_bank.xml

@@ -16,6 +16,10 @@
         <field name="bank_name" position="after">
             <field name="bank_id"/>
         </field>
+        <field name="acc_holder_name" position="attributes">
+            <attribute name="invisible">0</attribute>
+            <attribute name="optional">hide</attribute>
+        </field>
     </field>
 </record>
 </odoo>

base_usability/web-advanced_search_startswith.diff

@@ -0,0 +1,28 @@
+diff --git a/addons/web/static/src/js/control_panel/custom_filter_item.js b/addons/web/static/src/js/control_panel/custom_filter_item.js
+index 6682b660b78..b2ff23344d9 100644
+--- a/addons/web/static/src/js/control_panel/custom_filter_item.js
++++ b/addons/web/static/src/js/control_panel/custom_filter_item.js
+@@ -180,6 +180,10 @@ odoo.define('web.CustomFilterItem', function (require) {
+                         [field.name, '>=', domainValue[0]],
+                         [field.name, '<=', domainValue[1]]
+                     );
++                } else if (operator.symbol === 'startswith') {
++                    domainArray.push([field.name, '=ilike', domainValue[0] + '%']);
++                } else if (operator.symbol === 'endswith') {
++                    domainArray.push([field.name, '=ilike', '%' + domainValue[0]]);
+                 } else {
+                     domainArray.push([field.name, operator.symbol, domainValue[0]]);
+                 }
+diff --git a/addons/web/static/src/js/control_panel/search_utils.js b/addons/web/static/src/js/control_panel/search_utils.js
+index 8fce5b23ef6..d240d2e1fb2 100644
+--- a/addons/web/static/src/js/control_panel/search_utils.js
++++ b/addons/web/static/src/js/control_panel/search_utils.js
+@@ -18,6 +18,8 @@ odoo.define('web.searchUtils', function (require) {
+         char: [
+             { symbol: "ilike", description: _lt("contains") },
+             { symbol: "not ilike", description: _lt("doesn't contain") },
++            { symbol: "startswith", description: _lt("starts with") },
++            { symbol: "endswith", description: _lt("ends with") },
+             { symbol: "=", description: _lt("is equal to") },
+             { symbol: "!=", description: _lt("is not equal to") },
+             { symbol: "!=", description: _lt("is set"), value: false },

base_usability/web-buttons_14_max_instead_of_7.diff

@@ -0,0 +1,16 @@
+diff --git a/addons/web/static/src/js/views/form/form_renderer.js b/addons/web/static/src/js/views/form/form_renderer.js
+index e4c1b187169..ccd8110478f 100644
+--- a/addons/web/static/src/js/views/form/form_renderer.js
++++ b/addons/web/static/src/js/views/form/form_renderer.js
+@@ -516,7 +516,10 @@ var FormRenderer = BasicRenderer.extend({
+     * @returns {integer}
+     */
+     _renderButtonBoxNbButtons: function () {
+-        return [2, 2, 2, 4][config.device.size_class] || 7;
++        /* AKRETION HACK 24/04/2024
++         * show 14 buttons before adding 'More' dropdown list (instead of 7 by default
++         */
++        return [2, 2, 2, 4][config.device.size_class] || 14;
+     },
+     /**
+      * Do not render a field widget if it is always invisible.

commission_simple/__init__.py

@@ -0,0 +1,3 @@
+from . import models
+from . import wizards
+from . import reports

commission_simple/__manifest__.py

@@ -0,0 +1,47 @@
+# Copyright 2019-2025 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Commission Simple',
+    'version': '14.0.1.0.0',
+    'category': 'Sales',
+    'license': 'AGPL-3',
+    'summary': 'Compute commissions for salesman',
+    'description': """
+Commission Simple
+=================
+
+This module is a **simple** module to compute commission for salesman. From my experience, companies often use very specific methods to compute commissions and it's impossible to develop a module that can support all of them. So the goal of this module is just to have a simple base to build the company-specific commissionning system by inheriting this simple module.
+
+Here is a short description of this module:
+
+* create commission profiles using rules (per product category, per product, per product and customer, etc.),
+* the commission rules can have a start and end date (optional),
+* commissionning can happen on invoicing or on payment,
+* each invoice line can only be commissionned to one salesman,
+* commission reports are stored in Odoo.
+
+This module has been written by Alexis de Lattre from Akretion
+<alexis.delattre@akretion.com>.
+    """,
+    'author': 'Akretion',
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': [
+        'account',
+        'date_range',
+        'report_xlsx',
+        ],
+    'data': [
+        'security/ir.model.access.csv',
+        'security/rule.xml',
+        'reports/report.xml',
+        'data/decimal_precision.xml',
+        'views/commission_profile.xml',
+        'views/commission_rule.xml',
+        'views/commission_result.xml',
+        'views/account_move_line.xml',
+        'wizards/commission_compute_view.xml',
+        ],
+    'installable': True,
+}

commission_simple/data/decimal_precision.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+
+<record forcecreate="True" id="commission_rate" model="decimal.precision">
+    <field name="name">Commission Rate</field>
+    <field name="digits">2</field>
+</record>
+
+
+</odoo>

commission_simple/i18n/fr.po

@@ -0,0 +1,819 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* commission_simple
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-10-17 20:36+0000\n"
+"PO-Revision-Date: 2025-10-17 20:36+0000\n"
+"Last-Translator: Alexis de Lattre <alexis.delattre@akretion.com>\n"
+"Language-Team: \n"
+"Language: fr\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: commission_simple
+#: code:addons/commission_simple/wizards/commission_compute.py:0
+#, python-format
+msgid ""
+"%(count)s commissions already exist(s) with start date %(date_start)s in "
+"company %(company)s."
+msgstr ""
+"%(count)s il existe déjà des commissions avec la date de début "
+"%(date_start)s dans la société %(company)s."
+
+#. module: commission_simple
+#: model:ir.model.constraint,message:commission_simple.constraint_commission_result_salesman_period_company_unique
+msgid ""
+"A commission result already exists for this salesman/agent for the same "
+"period."
+msgstr ""
+"Un état des commissions existe déjà pour ce vendeur/agent pour la même "
+"période."
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_profile.py:0
+#, python-format
+msgid "A salesman must be selected when the assignment type is 'Salesman'."
+msgstr ""
+"Un vendeur doit être sélectionné lorsque le type d'affectation est "
+"\"Vendeur\"."
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_rule.py:0
+#, python-format
+msgid "AND"
+msgstr "ET"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_needaction
+msgid "Action Needed"
+msgstr "Action requise"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__active
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__active
+msgid "Active"
+msgstr "Actif"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_ids
+msgid "Activities"
+msgstr "Activités"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_exception_decoration
+msgid "Activity Exception Decoration"
+msgstr "Style d'affichage de l'activité-alerte"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_state
+msgid "Activity State"
+msgstr "État de l'activité"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_type_icon
+msgid "Activity Type Icon"
+msgstr "Îcone du type d'activité"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Amount Total"
+msgstr "Montant Total"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__applied_on
+msgid "Apply On"
+msgstr "Conditions"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_search
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_search
+msgid "Archived"
+msgstr "Archivé"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Are you sure you want to go back to draft?"
+msgstr "Êtes-vous sûr de vouloir revenir à l'état brouillon ?"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__assign_type
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
+msgid "Assign Type"
+msgstr "Type d'affectation"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__assign_ids
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
+msgid "Assignments"
+msgstr "Assignations"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_attachment_count
+msgid "Attachment Count"
+msgstr "Nombre de pièces jointes"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Back to Draft"
+msgstr "Remettre en brouillon"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Base Total"
+msgstr "Total Base"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_compute_form
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.view_move_line_form
+msgid "Commission"
+msgstr "Commission"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_account_invoice_report__commission_amount
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_amount
+#, python-format
+msgid "Commission Amount"
+msgstr "Montant de la commission"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_base
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__base
+#, python-format
+msgid "Commission Base"
+msgstr "Base de la commission"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__base_total
+msgid "Commission Base Total"
+msgstr "Total base des commissions"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__line_ids
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Commission Lines"
+msgstr "Lignes de commission"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__date_range_type_id
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_search
+msgid "Commission Periodicity"
+msgstr "Périodicité des commissions"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_commission_profile
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__profile_id
+msgid "Commission Profile"
+msgstr "Profil de commission"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_commission_profile_assignment
+msgid "Commission Profile Assignment"
+msgstr "Affectation des profils de commission"
+
+#. module: commission_simple
+#: model:ir.actions.act_window,name:commission_simple.commission_profile_action
+#: model:ir.ui.menu,name:commission_simple.commission_profile_menu
+msgid "Commission Profiles"
+msgstr "Profils de commission"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_rate
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__rate
+#, python-format
+msgid "Commission Rate"
+msgstr "Taux de commission"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_commission_result
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_result_id
+msgid "Commission Result"
+msgstr "État des commissions"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_report_commission_simple_report_xlsx
+msgid "Commission Result XLSX"
+msgstr "État des commission XLSX"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_commission_rule
+msgid "Commission Rule"
+msgstr "Règle de commission"
+
+#. module: commission_simple
+#: model:ir.actions.act_window,name:commission_simple.commission_rule_action
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__rule_ids
+#: model:ir.ui.menu,name:commission_simple.commission_rule_menu
+msgid "Commission Rules"
+msgstr "Règles de commission"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__amount_total
+msgid "Commission Total"
+msgstr "Total des commissions"
+
+#. module: commission_simple
+#: model:ir.actions.act_window,name:commission_simple.commission_result_action
+#: model:ir.ui.menu,name:commission_simple.commission_config_root
+#: model:ir.ui.menu,name:commission_simple.commission_result_menu
+#: model:ir.ui.menu,name:commission_simple.commission_root
+msgid "Commissions"
+msgstr "Commissions"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Commissions of %(partner)s for period %(period)s"
+msgstr "Commissions de %(partner)s pour la période %(period)s"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__company_id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__company_id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__company_id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__company_id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__company_id
+msgid "Company"
+msgstr "Société"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__company_currency_id
+msgid "Company Currency"
+msgstr "Devise de la société"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_compute_form
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_form
+msgid "Compute"
+msgstr "Calculer"
+
+#. module: commission_simple
+#: model:ir.actions.act_window,name:commission_simple.commission_compute_action
+#: model:ir.model,name:commission_simple.model_commission_compute
+#: model:ir.ui.menu,name:commission_simple.commission_compute_menu
+msgid "Compute Commissions"
+msgstr "Calculer les commissions"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Confirm"
+msgstr "Confirmer"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__create_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__create_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__create_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__create_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__create_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__create_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__create_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__create_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Currency"
+msgstr "Devise"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Customer"
+msgstr "Client"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__partner_ids
+msgid "Customers"
+msgstr "Clients"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_rule.py:0
+#, python-format
+msgid "Customers:"
+msgstr "Clients :"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Disc.%"
+msgstr "Rem.%"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_account_invoice_report__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__display_name
+#: model:ir.model.fields,field_description:commission_simple.field_report_commission_simple_report_xlsx__display_name
+msgid "Display Name"
+msgstr "Nom affiché"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_result__state__done
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
+msgid "Done"
+msgstr "Terminé"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_result__state__draft
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
+msgid "Draft"
+msgstr "Brouillon"
+
+#. module: commission_simple
+#: model:ir.actions.report,name:commission_simple.commission_result_xlsx_report
+msgid "Détails Excel"
+msgstr "Détails Excel"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_end
+#, python-format
+msgid "End Date"
+msgstr "Date de fin"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_end
+msgid "End date"
+msgstr "Date de fin"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Excel Export"
+msgstr "Export Excel"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_follower_ids
+msgid "Followers"
+msgstr "Abonnés"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_channel_ids
+msgid "Followers (Channels)"
+msgstr "Suiveurs (chaînes)"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_partner_ids
+msgid "Followers (Partners)"
+msgstr "Abonnés (partenaires)"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_type_icon
+msgid "Font awesome icon e.g. fa-tasks"
+msgstr "Îcone font-awesome, par exemple fa-task"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Generated from Odoo on %s by %s"
+msgstr "Généré à partir d'Odoo le %s par %s"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_rule.py:0
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__4_global
+#, python-format
+msgid "Global"
+msgstr "Global"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_account_invoice_report__id
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__id
+#: model:ir.model.fields,field_description:commission_simple.field_report_commission_simple_report_xlsx__id
+msgid "ID"
+msgstr "ID"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_exception_icon
+msgid "Icon"
+msgstr "Îcone"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_exception_icon
+msgid "Icon to indicate an exception activity."
+msgstr "Îcone pour indiquer une activité-alerte"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_needaction
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_unread
+msgid "If checked, new messages require your attention."
+msgstr "Si activé, de nouveaux messages nécessitent votre attention."
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_has_error
+msgid "If checked, some messages have a delivery error."
+msgstr "Si activé, des messages ont une erreur d'envoi."
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__in_payment
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_search
+msgid "In Payment and Paid"
+msgstr "En paiement et payé"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Invoice"
+msgstr "Facture"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Invoice Date"
+msgstr "Date de facture"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__invoice
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_search
+msgid "Invoiced"
+msgstr "Facturé"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__base__invoiced
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Invoiced Amount"
+msgstr "Montant facturé"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_account_invoice_report
+msgid "Invoices Statistics"
+msgstr "Statistiques des factures"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_is_follower
+msgid "Is Follower"
+msgstr "Est abonné"
+
+#. module: commission_simple
+#: model:ir.model,name:commission_simple.model_account_move_line
+msgid "Journal Item"
+msgstr "Écriture comptable"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_account_invoice_report____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule____last_update
+#: model:ir.model.fields,field_description:commission_simple.field_report_commission_simple_report_xlsx____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__write_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__write_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__write_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__write_uid
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__write_uid
+msgid "Last Updated by"
+msgstr "Dernière mise à jour par"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__write_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__write_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__write_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__write_date
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__write_date
+msgid "Last Updated on"
+msgstr "Dernière mise à jour le"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_main_attachment_id
+msgid "Main Attachment"
+msgstr "Pièce jointe principale"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__base__margin
+msgid "Margin"
+msgstr "Marge"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_form
+msgid "Match"
+msgstr "Correspondance"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__apply_description
+msgid "Match Criteria"
+msgstr "Critères de correspondance"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__commission_rule_id
+msgid "Matched Commission Rule"
+msgstr "Règle de commission associée"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_has_error
+msgid "Message Delivery error"
+msgstr "Erreur d'envoi du message"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_ids
+msgid "Messages"
+msgstr "Messages"
+
+#. module: commission_simple
+#: code:addons/commission_simple/wizards/commission_compute.py:0
+#, python-format
+msgid "Missing Period Start Date."
+msgstr "Date de début de la période manquante."
+
+#. module: commission_simple
+#: code:addons/commission_simple/wizards/commission_compute.py:0
+#, python-format
+msgid "Missing commission periodicity on commission profile '%s'."
+msgstr ""
+"Périodicité des commissions manquante sur le profil de commission '%s'."
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__my_activity_date_deadline
+msgid "My Activity Deadline"
+msgstr "Date butoir de l'activité"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__name
+msgid "Name of the Profile"
+msgstr "Nom du profil"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_date_deadline
+msgid "Next Activity Deadline"
+msgstr "Date butoir de l'activité suivante"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_summary
+msgid "Next Activity Summary"
+msgstr "Résumé de l'activité suivante"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_type_id
+msgid "Next Activity Type"
+msgstr "Type de l'activité suivante"
+
+#. module: commission_simple
+#: code:addons/commission_simple/wizards/commission_compute.py:0
+#, python-format
+msgid "No commissions generated."
+msgstr "Aucune commission n'a été générée."
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_needaction_counter
+msgid "Number of Actions"
+msgstr "Nombre d'actions"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_has_error_counter
+msgid "Number of errors"
+msgstr "Nombre d'erreurs"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_needaction_counter
+msgid "Number of messages which requires an action"
+msgstr "Nombre de messages nécessitant une action"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_has_error_counter
+msgid "Number of messages with delivery error"
+msgstr "Nombre de messages en échec d'envoi"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__message_unread_counter
+msgid "Number of unread messages"
+msgstr "Nombre de messages non lus"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_profile__trigger_type__paid
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_search
+msgid "Paid"
+msgstr "Payé"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_range_id
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
+msgid "Period"
+msgstr "Période"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_compute__date_start
+msgid "Period Start Date"
+msgstr "Date de début des périodes"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+msgid "Price"
+msgstr "Prix"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Product"
+msgstr "Produit"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__product_categ_ids
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__3_product_category
+msgid "Product Categories"
+msgstr "Catégories de produits"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__1_customer_product_category
+msgid "Product Categories and Customers"
+msgstr "Catégories de produits et clients"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_rule.py:0
+#, python-format
+msgid "Product Categories:"
+msgstr "Catégories de produits :"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_account_move_line__product_categ_id
+msgid "Product Category"
+msgstr "Catégorie de produit"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__product_ids
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__2_product
+msgid "Products"
+msgstr "Produits"
+
+#. module: commission_simple
+#: model:ir.model.fields.selection,name:commission_simple.selection__commission_rule__applied_on__0_customer_product
+msgid "Products and Customers"
+msgstr "Produits et clients"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_rule.py:0
+#, python-format
+msgid "Products:"
+msgstr "Produits :"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__profile_id
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__profile_id
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_search
+msgid "Profile"
+msgstr "Profil"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Quantity"
+msgstr "Quantité"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_form
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_rule_tree
+msgid "Rate (%)"
+msgstr "Taux (%)"
+
+#. module: commission_simple
+#: model:ir.model.constraint,message:commission_simple.constraint_commission_rule_rate_positive
+msgid "Rate must be positive !"
+msgstr "Le taux doit être positif !"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__activity_user_id
+msgid "Responsible User"
+msgstr "Utilisateur responsable"
+
+#. module: commission_simple
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_profile_form
+msgid "Rules"
+msgstr "Règles"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_profile.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__user_id
+#: model_terms:ir.ui.view,arch_db:commission_simple.commission_result_search
+#, python-format
+msgid "Salesman"
+msgstr "Vendeur"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__partner_id
+msgid "Salesman/Agent"
+msgstr "Vendeur/Agent"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_account_move_line__product_categ_id
+msgid "Select category for the current product"
+msgstr "Sélectionnez la catégorie du produit"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__sequence
+msgid "Sequence"
+msgstr "Séquence"
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#: model:ir.model.fields,field_description:commission_simple.field_commission_rule__date_start
+#, python-format
+msgid "Start Date"
+msgstr "Date de début"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__date_start
+msgid "Start date"
+msgstr "Date de début"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__state
+msgid "State"
+msgstr "État"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_state
+msgid ""
+"Status based on activities\n"
+"Overdue: Due date is already passed\n"
+"Today: Activity date is today\n"
+"Planned: Future activities."
+msgstr ""
+"Statut basé sur les activités\n"
+"En retard : La date d'échéance est déjà dépassée\n"
+"Aujourd'hui : La date de l'activité est aujourd'hui\n"
+"Planifié : Activités futures."
+
+#. module: commission_simple
+#: model:ir.model.constraint,message:commission_simple.constraint_commission_profile_assignment_company_user_uniq
+msgid "This salesman already has an assignment in this company."
+msgstr "Ce vendeur a déjà une assignation dans cette société."
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile__trigger_type
+msgid "Trigger"
+msgstr "Déclencheur"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_profile_assignment__assign_type
+msgid "Type"
+msgstr "Type"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__activity_exception_decoration
+msgid "Type of the exception activity on record."
+msgstr "Type de l'activité-alerte sur l'enregistrement."
+
+#. module: commission_simple
+#: code:addons/commission_simple/reports/commission_result_xlsx.py:0
+#, python-format
+msgid "Unit"
+msgstr "Unité"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_unread
+msgid "Unread Messages"
+msgstr "Messages non lus"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__message_unread_counter
+msgid "Unread Messages Counter"
+msgstr "Compteur de messages non lus"
+
+#. module: commission_simple
+#: model:ir.model.fields,field_description:commission_simple.field_commission_result__website_message_ids
+msgid "Website Messages"
+msgstr "Messages du site Web"
+
+#. module: commission_simple
+#: model:ir.model.fields,help:commission_simple.field_commission_result__website_message_ids
+msgid "Website communication history"
+msgstr "Historique des échanges sur le site Web"
+
+#. module: commission_simple
+#: code:addons/commission_simple/models/commission_result.py:0
+#, python-format
+msgid "You cannot delete commission result %s because it is in done state."
+msgstr ""
+"Vous ne pouvez pas supprimer l'état de commission %s parce qu'il est à "
+"l'état \"terminé\"."

commission_simple/models/__init__.py

@@ -0,0 +1,5 @@
+from . import commission_profile
+from . import commission_rule
+from . import commission_result
+from . import account_move_line
+from . import account_invoice_report

commission_simple/models/account_invoice_report.py

@@ -0,0 +1,17 @@
+# Copyright 2018-2019 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountInvoiceReport(models.Model):
+    _inherit = 'account.invoice.report'
+
+    commission_amount = fields.Float(readonly=True)
+
+    @api.model
+    def _select(self):
+        select_str = super()._select()
+        select_str += ", line.commission_amount * currency_table.rate AS commission_amount"
+        return select_str

commission_simple/models/account_move_line.py

@@ -0,0 +1,105 @@
+# Copyright 2019-2024 Akretion France (http://www.akretion.com/)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from odoo import api, fields, models
+from odoo.tools import float_is_zero
+
+
+class AccountMoveLine(models.Model):
+    _inherit = 'account.move.line'
+
+    commission_result_id = fields.Many2one(
+        'commission.result', string='Commission Result', check_company=True, index=True)
+    commission_rule_id = fields.Many2one(
+        'commission.rule', 'Matched Commission Rule', ondelete='restrict', check_company=True)
+    commission_base = fields.Monetary('Commission Base', currency_field='company_currency_id')
+    commission_rate = fields.Float('Commission Rate', digits='Commission Rate')
+    commission_amount = fields.Monetary(
+        string='Commission Amount', currency_field='company_currency_id',
+        readonly=True, compute='_compute_commission_amount', store=True)
+    # to display on commission line
+    product_categ_id = fields.Many2one(
+        related='product_id.product_tmpl_id.categ_id')
+
+    @api.depends('commission_rate', 'commission_base')
+    def _compute_commission_amount(self):
+        for line in self:
+            commission_amount = False
+            if not line.display_type:
+                commission_amount = line.company_currency_id.round(
+                    line.commission_rate * line.commission_base / 100.0)
+            line.commission_amount = commission_amount
+
+    def _match_commission_rule(self, rules):
+        # commission rules are already in the right order
+        self.ensure_one()
+        for rule in rules:
+            if rule['date_start'] and rule['date_start'] > self.date:
+                continue
+            if rule['date_end'] and rule['date_end'] < self.date:
+                continue
+            if rule['applied_on'] == '0_customer_product':
+                if (
+                        self.partner_id.id in
+                        rule['partner_ids'] and
+                        self.product_id.id in rule['product_ids']):
+                    return rule
+            elif rule['applied_on'] == '1_customer_product_category':
+                if (
+                        self.partner_id.id in
+                        rule['partner_ids'] and
+                        self.product_categ_id.id in rule['product_categ_ids']):
+                    return rule
+            elif rule['applied_on'] == '2_product':
+                if self.product_id.id in rule['product_ids']:
+                    return rule
+            elif rule['applied_on'] == '3_product_category':
+                if self.product_categ_id.id in rule['product_categ_ids']:
+                    return rule
+            elif rule['applied_on'] == '4_global':
+                return rule
+        return False
+
+    def _prepare_commission_data(self, rule):
+        self.ensure_one()
+        rate_prec = self.env['decimal.precision'].precision_get('Commission Rate')
+        lvals = {
+            'commission_rule_id': rule['id'],
+            # company currency
+            # inherit this method to change the value below if you want to base on margin
+            # or something else
+            'commission_rate': rule['rate'],
+            }
+        if rule['base'] == 'margin':
+            # What do we do if it's negative ? For the moment, it adds a negative commission line
+            cost = 0
+            if self.product_id and self.product_uom_id:
+                # if the module account_invoice_margin from akretion/odoo-usability is installed
+                if hasattr(self, 'margin_company_currency'):
+                    cost = self.margin_company_currency
+                else:
+                    sign = self.move_id.move_type == 'out_refund' and -1 or 1
+                    cost = self.product_id.standard_price * self.product_uom_id._compute_quantity(self.quantity, self.product_id.uom_id) * sign
+            lvals['commission_base'] = self.balance * -1 - cost
+        else:
+            lvals['commission_base'] = self.balance * -1
+        if float_is_zero(lvals['commission_rate'], precision_digits=rate_prec) or self.company_currency_id.is_zero(lvals['commission_base']):
+            return False
+        return lvals
+
+    def _prepare_commission_xlsx(self):
+        self.ensure_one()
+        vals = {
+            "inv.name": self.move_id.name,
+            "inv.date": self.move_id.invoice_date,
+            "inv.partner": self.move_id.commercial_partner_id.display_name,
+            "product": self.product_id and self.product_id.display_name or self.name,
+            "qty": self.quantity,
+            "uom": self.product_uom_id.name,
+            "commission_base": self.commission_base,
+            "commission_rate": self.commission_rate / 100,
+            "commission_amount": self.commission_amount,
+        }
+        return vals

commission_simple/models/commission_profile.py

@@ -0,0 +1,130 @@
+# Copyright Akretion France (http://www.akretion.com/)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from odoo import fields, models, api, _
+from odoo.exceptions import ValidationError
+
+
+class CommissionProfile(models.Model):
+    _name = 'commission.profile'
+    _description = 'Commission Profile'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Name of the Profile', required=True)
+    active = fields.Boolean(string='Active', default=True)
+    sequence = fields.Integer()
+    company_id = fields.Many2one(
+        'res.company', string='Company', ondelete='cascade',
+        required=False, default=lambda self: self.env.company)
+    assign_ids = fields.One2many(
+        'commission.profile.assignment', 'profile_id', string="Assignments")
+    rule_ids = fields.One2many(
+        'commission.rule', 'profile_id', string='Commission Rules')
+    trigger_type = fields.Selection([
+        ('invoice', 'Invoiced'),
+        ('paid', 'Paid'),
+        ('in_payment', 'In Payment and Paid'),
+        ], default='paid', string='Trigger', required=True)
+    date_range_type_id = fields.Many2one(
+        'date.range.type', string='Commission Periodicity', ondelete='restrict',
+        domain="[('company_id', 'in', (False, company_id))]")
+
+
+class CommissionProfileAssignment(models.Model):
+    _name = "commission.profile.assignment"
+    _description = "Commission Profile Assignment"
+
+    profile_id = fields.Many2one('commission.profile', ondelete='cascade')
+    company_id = fields.Many2one(
+        'res.company', string='Company', ondelete='cascade',
+        required=True, default=lambda self: self.env.company)
+    assign_type = fields.Selection(
+        '_assign_type_selection', default='user', required=True, string="Type")
+    user_id = fields.Many2one(
+        'res.users', compute="_compute_user_id", store=True, readonly=False,
+        ondelete="restrict", string="Salesman",
+        )
+
+    _sql_constraints = [
+        (
+            'company_user_uniq',
+            'unique(user_id, company_id)',
+            'This salesman already has an assignment in this company.')]
+
+    @api.model
+    def _assign_type_selection(self):
+        return [('user', _('Salesman'))]
+
+    @api.constrains('assign_type', 'user_id')
+    def _check_user(self):
+        for assignment in self:
+            if assignment.assign_type == 'user' and not assignment.user_id:
+                raise ValidationError(_("A salesman must be selected when the assignment type is 'Salesman'."))
+
+    @api.depends('assign_type')
+    def _compute_user_id(self):
+        for assign in self:
+            if assign.assign_type != 'user':
+                assign.user_id = False
+
+    def _get_partner(self):
+        self.ensure_one()
+        if self.assign_type == 'user':
+            return self.user_id.partner_id
+        return False
+
+    def _prepare_move_line_domain(self, date_range):
+        self.ensure_one()
+        domain = [
+            ('display_type', '=', False),
+            ('exclude_from_invoice_tab', '=', False),
+            ('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
+            ('date', '<=', date_range.date_end),
+            ('company_id', '=', self.company_id.id),
+            ('commission_result_id', '=', False),
+            ('parent_state', '=', 'posted'),
+            ]
+        if self.assign_type == 'user':
+            domain.append(('move_id.invoice_user_id', '=', self.user_id.id))
+        # TODO : for trigger 'paid' and 'in_payment', we would need to filter
+        # out the invoices paid after the end date of the commission period
+        if self.profile_id.trigger_type == 'paid':
+            domain.append(('move_id.payment_state', 'in', ('paid', 'reversed')))
+        elif self.profile_id.trigger_type == 'in_payment':
+            domain.append(('move_id.payment_state', 'in', ('in_payment', 'paid', 'reversed')))
+        elif self.profile_id.trigger_type == 'invoice':
+            domain.append(('date', '>=', date_range.date_start))
+        return domain
+
+    def _prepare_commission_result(self, date_range):
+        vals = {
+            'partner_id': self._get_partner().id,
+            'profile_id': self.profile_id.id,
+            'date_range_id': date_range.id,
+            'assign_type': self.assign_type,
+            'assignment_id': self.id,
+            'company_id': self.company_id.id,
+            }
+        return vals
+
+    def _generate_commission_result(self, date_range, rules):
+        self.ensure_one()
+        ilines = self.env['account.move.line'].search(
+            self._prepare_move_line_domain(date_range), order='date, move_id, sequence, id')
+        profile = self.profile_id
+        ilines2write = {}
+        for iline in ilines:
+            rule = iline._match_commission_rule(rules[profile.id])
+            if rule:
+                lvals = iline._prepare_commission_data(rule)
+                if lvals:
+                    ilines2write[iline] = lvals
+        if ilines2write:
+            com_result = self.env['commission.result'].create(self._prepare_commission_result(date_range))
+            for iline, vals in ilines2write.items():
+                iline.write(dict(vals, commission_result_id=com_result.id))
+            return com_result
+        else:
+            return False

commission_simple/models/commission_result.py

@@ -0,0 +1,87 @@
+# Copyright Akretion France (http://www.akretion.com/)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models, api, _
+from odoo.exceptions import UserError
+
+
+class CommissionResult(models.Model):
+    _name = 'commission.result'
+    _description = "Commission Result"
+    _order = 'date_start desc'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    partner_id = fields.Many2one(
+        'res.partner', string='Salesman/Agent', required=True, ondelete='restrict',
+        readonly=True, tracking=True)
+    profile_id = fields.Many2one(
+        'commission.profile', string='Commission Profile', readonly=True, tracking=True)
+    assignment_id = fields.Many2one(
+        'commission.profile.assignment', string="Commission Profile Assignment", readonly=True)
+    assign_type = fields.Selection('_assign_type_selection', readonly=True, tracking=True)
+    company_id = fields.Many2one(
+        'res.company', string='Company', ondelete='cascade',
+        required=True, readonly=True, default=lambda self: self.env.company, tracking=True)
+    company_currency_id = fields.Many2one(
+        related='company_id.currency_id', string='Company Currency', store=True)
+    date_range_id = fields.Many2one(
+        'date.range', required=True, string='Period', readonly=True, tracking=True)
+    date_start = fields.Date(related='date_range_id.date_start', store=True)
+    date_end = fields.Date(related='date_range_id.date_end', store=True)
+    line_ids = fields.One2many(
+        'account.move.line', 'commission_result_id', string='Commission Lines',
+        states={'done': [('readonly', True)]})
+    amount_total = fields.Monetary(
+        string='Commission Total', currency_field='company_currency_id',
+        compute='_compute_totals', store=True, tracking=True)
+    base_total = fields.Monetary(
+        string="Commission Base Total", currency_field='company_currency_id',
+        compute='_compute_totals', store=True, tracking=True)
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('done', 'Done'),
+        ], default='draft', tracking=True)
+    # TODO copy amount to another field
+    # help='This is the total amount at the date of the computation of the commission')
+
+    @api.model
+    def _assign_type_selection(self):
+        return self.env['commission.profile.assignment']._assign_type_selection()
+
+    @api.depends('line_ids.commission_amount', 'line_ids.commission_base')
+    def _compute_totals(self):
+        rg_res = self.env['account.move.line'].read_group([('commission_result_id', 'in', self.ids)], ['commission_result_id', 'commission_amount:sum', 'commission_base:sum'], ['commission_result_id'])
+        mapped_data = dict([(x['commission_result_id'][0], {'amount': x['commission_amount'], 'base': x['commission_base']}) for x in rg_res])
+        for rec in self:
+            rec.amount_total = mapped_data.get(rec.id, {}).get('amount')
+            rec.base_total = mapped_data.get(rec.id, {}).get('base')
+
+    def unlink(self):
+        for result in self:
+            if result.state == 'done':
+                raise UserError(_(
+                    "You cannot delete commission result %s because it is in done state.") % result.display_name)
+        return super().unlink()
+
+    def draft2done(self):
+        self.filtered(lambda x: x.state == 'draft').write({'state': 'done'})
+
+    def backtodraft(self):
+        self.write({'state': 'draft'})
+
+    def name_get(self):
+        res = []
+        for result in self:
+            name = '%s (%s)' % (result.partner_id.name, result.date_range_id.name)
+            res.append((result.id, name))
+        return res
+
+    _sql_constraints = [(
+        'salesman_period_company_unique',
+        'unique(company_id, partner_id, date_range_id)',
+        'A commission result already exists for this salesman/agent for the same period.')]
+
+    def _prepare_xlsx_lines(self):
+        self.ensure_one()
+        return self.line_ids.sorted(key=lambda x: x.move_id.invoice_date)

commission_simple/models/commission_rule.py

@@ -0,0 +1,72 @@
+# Copyright Akretion France (http://www.akretion.com/)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+
+from odoo import fields, models, api, _
+
+
+class CommissionRule(models.Model):
+    _name = 'commission.rule'
+    _description = 'Commission Rule'
+    _order = 'profile_id, applied_on, rate desc'
+
+    partner_ids = fields.Many2many(
+        'res.partner', string='Customers', domain=[('parent_id', '=', False)])
+    product_categ_ids = fields.Many2many(
+        'product.category', string="Product Categories")
+    product_ids = fields.Many2many('product.product', string='Products')
+    date_start = fields.Date('Start Date')
+    date_end = fields.Date('End Date')
+    profile_id = fields.Many2one(
+        'commission.profile', string='Profile', ondelete='cascade')
+    company_id = fields.Many2one(related='profile_id.company_id', store=True)
+    rate = fields.Float('Commission Rate', digits="Commission Rate", copy=False)
+    base = fields.Selection([
+        ('invoiced', 'Invoiced Amount'),
+        ('margin', 'Margin'),
+        ], default='invoiced', required=True, string="Commission Base")
+    applied_on = fields.Selection([
+        ('0_customer_product', 'Products and Customers'),
+        ('1_customer_product_category', "Product Categories and Customers"),
+        ('2_product', "Products"),
+        ('3_product_category', "Product Categories"),
+        ('4_global', 'Global')],
+        string='Apply On', default='4_global', required=True)
+    active = fields.Boolean(string='Active', default=True)
+    apply_description = fields.Html(compute='_compute_apply_description', string="Match Criteria")
+
+    _sql_constraints = [(
+        'rate_positive',
+        'CHECK(rate >= 0)',
+        'Rate must be positive !')]
+
+    def _compute_apply_description(self):
+        customer_label = "<strong>" + _("Customers:") + "</strong>"
+        product_label = "<strong>" + _("Products:") + "</strong>"
+        product_categ_label = "<strong>" + _("Product Categories:") + "</strong>"
+        and_label = "<strong>" + _('AND') + "</strong>"
+        for rule in self:
+            desc = False
+            if rule.applied_on == '0_customer_product':
+                desc = f"{customer_label} {', '.join([part.ref or part.name for part in rule.partner_ids])} {and_label} {product_label} {', '.join([pp.default_code or pp.name for pp in rule.product_ids])}"
+            elif rule.applied_on == '1_customer_product_category':
+                desc = f"{customer_label} {', '.join([part.ref or part.name for part in rule.partner_ids])} {and_label} {product_categ_label} {', '.join([categ.display_name for categ in rule.product_categ_ids])}"
+            elif rule.applied_on == '2_product':
+                desc = f"{product_label} {', '.join([pp.default_code or pp.name for pp in rule.product_ids])}"
+            elif rule.applied_on == '3_product_category':
+                desc = f"{product_categ_label} {', '.join([categ.display_name for categ in rule.product_categ_ids])}"
+            elif rule.applied_on == '4_global':
+                desc = _('Global')
+            rule.apply_description = desc
+
+    @api.model
+    def load_all_rules(self):
+        rules = self.search_read([('profile_id', '!=', False)])
+        res = {}  # key = profile, value = [rule1 recordset, rule2]
+        for rule in rules:
+            if rule['profile_id'][0] not in res:
+                res[rule['profile_id'][0]] = [rule]
+            else:
+                res[rule['profile_id'][0]].append(rule)
+        return res

commission_simple/reports/__init__.py

@@ -0,0 +1 @@
+from . import commission_result_xlsx

commission_simple/reports/commission_result_xlsx.py

@@ -0,0 +1,112 @@
+# Copyright 2025 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models, tools, _
+from odoo.exceptions import UserError
+from datetime import datetime
+from odoo.tools.misc import format_datetime
+
+
+class CommissionResultXlsx(models.AbstractModel):
+    _name = "report.commission_simple.report_xlsx"
+    _inherit = "report.report_xlsx.abstract"
+    _description = "Commission Result XLSX"
+
+    def generate_xlsx_report(self, workbook, data, objects):
+        # for some strange reasons, lang is not kept in context
+        self = self.with_context(lang=self.env.user.lang)
+        result = objects[0]
+        sheet = workbook.add_worksheet(result.date_range_id.name)
+        styles = self._prepare_styles(workbook, result.company_id)
+        title = _("Commissions of %(partner)s for period %(period)s", partner=result.partner_id.name, period=result.date_range_id.name)
+        now_str = format_datetime(self.env, datetime.now())
+        i = 0
+        sheet.write(i, 0, title, styles['title'])
+        sheet.write(i, 5, _('Generated from Odoo on %s by %s') % (now_str, self.env.user.name), styles['regular_small'])
+        i += 1
+        sheet.write(i, 0, _('Start Date'), styles['subtitle'])
+        sheet.write(i, 1, result.date_start, styles['subtitle_date'])
+        i += 1
+        sheet.write(i, 0, _('End Date'), styles['subtitle'])
+        sheet.write(i, 1, result.date_end, styles['subtitle_date'])
+        i += 1
+        sheet.write(i, 0, _('Currency'), styles['subtitle'])
+        sheet.write(i, 1, result.company_id.currency_id.name, styles['subtitle'])
+        i += 1
+        sheet.write(i, 0, _('Base Total'), styles['subtitle'])
+        sheet.write(i, 1, result.base_total, styles['subtitle_amount'])
+        i += 1
+        sheet.write(i, 0, _('Amount Total'), styles['subtitle'])
+        sheet.write(i, 1, result.amount_total, styles['subtitle_amount'])
+        i += 3
+        cols = self._prepare_xlsx_cols()
+        coldict = {}
+        pos = 0
+        for key, label, width, style_suffix in cols:
+            coldict[key] = {
+                "label": label,
+                "width": width,
+                "pos": pos,
+                "style": style_suffix and f"regular_{style_suffix}" or "regular",
+            }
+            pos += 1
+        # header
+        for col_key, col_vals in coldict.items():
+            sheet.write(i, col_vals['pos'], col_vals['label'], styles['col_title'])
+            sheet.set_column(col_vals['pos'], col_vals['pos'], col_vals['width'])
+        # table content
+        for line in result._prepare_xlsx_lines():
+            i += 1
+            for col_key, value in line._prepare_commission_xlsx().items():
+                sheet.write(i, coldict[col_key]["pos"], value, styles[coldict[col_key]["style"]])
+
+    def _prepare_xlsx_cols(self):
+        cols = [  # key, label, width, style_suffix
+            ("inv.name", _("Invoice"), 14, False),
+            ("inv.date", _("Invoice Date"), 11, "date"),
+            ("inv.partner", _("Customer"), 50, False),
+            ("product", _("Product"), 35, False),
+            ("qty", _("Quantity"), 8, "qty"),
+            ("uom", _("Unit"), 8, False),
+            ("commission_base", _("Commission Base"), 14, "amount"),
+            ("commission_rate", _("Commission Rate"), 10, "rate"),
+            ("commission_amount", _("Commission Amount"), 14, "amount"),
+            ]
+        return cols
+
+    def _prepare_styles(self, workbook, company):
+        col_title_bg_color = '#eeeeee'
+        prec_qty = self.env['decimal.precision'].precision_get('Product Unit of Measure')
+        prec_rate = self.env['decimal.precision'].precision_get('Commission Rate')
+        prec_price = self.env['decimal.precision'].precision_get('Product Price')
+        regular_font_size = 10
+        date_format = "dd/mm/yyyy"  # TODO depend on lang
+        num_format_amount = f"# ##0.{'0' * company.currency_id.decimal_places}"
+        num_format_qty = f"# ##0.{'0' * prec_qty}"
+        num_format_rate = f"""0.{'0' * prec_rate} " "%"""
+        num_format_price = f"# ##0.{'0' * prec_price}"
+        styles = {
+            'title': workbook.add_format({
+                'bold': True, 'font_size': regular_font_size + 10,
+                'font_color': '#003b6f'}),
+            'subtitle': workbook.add_format({
+                'bold': True, 'font_size': regular_font_size}),
+            'subtitle_date': workbook.add_format({
+                'bold': True, 'font_size': regular_font_size, 'num_format': date_format}),
+            'subtitle_amount': workbook.add_format({
+                'bold': True, 'font_size': regular_font_size, 'num_format': num_format_amount}),
+            'col_title': workbook.add_format({
+                'bold': True, 'bg_color': col_title_bg_color,
+                'text_wrap': True, 'font_size': regular_font_size,
+                'align': 'center',
+                }),
+            'regular_date': workbook.add_format({'num_format': date_format}),
+            'regular_amount': workbook.add_format({'num_format': num_format_amount}),
+            'regular_rate': workbook.add_format({'num_format': num_format_rate}),
+            'regular_qty': workbook.add_format({'num_format': num_format_qty}),
+            'regular_price': workbook.add_format({'num_format': num_format_price}),
+            'regular': workbook.add_format({}),
+            'regular_small': workbook.add_format({'font_size': regular_font_size - 2}),
+            }
+        return styles