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Modulos a incorporar:
https://github.com/OCA/project/tree/10.0/project_task_material_stock
License: AGPL-3
Project Tasks allow to record time spent, but some activities, such as Field Service, often require you to keep a record of the materials spent.
This module extends project_task_material module to consume products spent in a task and create analytic lines to manage costs and create invoices. Configuration
If you are a project manager, go to Project > Configuration > Stages and check option 'Consume Material' in Task Stage to generate a stock move when the task is in that stage.
Go to your user settings and enable option "Manage multiple stock_locations" if you want to manage locations on consuming materials.
Usage
Go to a task, edit, and add materials to be consumed on tab "Materials".
Move task to an stage where "Consume material" check is activated and moves and analytic lines will be created.
You can define default locations to consume material in tasks and projects. Locations preference order to consume materials is: locations set in tasks first, locations defined in project second and finally standard locations.
https://github.com/OCA/account-payment/tree/10.0/account_payment_return
License: AGPL-3
This module implements customer receivables returns and allows to send related reconciled account move lines back to a state where the debt is still open, and letting history of it.
This module can be extended adding importers that automatically fills the full returned payment record. Usage
Go to Accounting > Customers > Customer Payment Returns, and create a new record, register on each line a paid (reconciled) receivable journal item, and input the amount that is going to be returned.
Another option to fill info is setting references and click match button to find matches with invoices, move lines or moves. This functionality is extended by other modules as account_payment_return_import_sepa_pain
It's possible to add a commission amount on each line.
Next, press button "Confirm" to create a new move line that removes the balance from the bank journal and reconcile items together to show payment history through it.
After confirmation you can access from the payment form view to the move created.
https://github.com/OCA/project/tree/10.0/project_timeline
License: AGPL-3
This module extends the standard tasks actions to add the timeline view to them, and also adds the needed fields in the view for handling them. Usage
Go to Project > Search > Tasks.
Click on the icon with a clock.
You will see the tasks in the new view.
https://github.com/OCA/account-analytic/tree/10.0/product_analytic
License: AGPL-3
This module allows to define an analytic account at product or category level for using it when creating invoices.
This module is an alternative to the official module account_analytic_default. The advantages of this module are:
it only depends on the account module, whereas the account_analytic_default module depends on sale_stock ;
the analytic account is configured on the product form or the product category form, and not on a separate object.
Usage
This module allows you to configure an income analytic account and an expense analytic account on products and on product categories. When you select the product in an invoice line, it will check if this product has an income analytic account (for customer invoice/refunds) or an expense analytic account (for supplier invoice/refunds) ; if it doesn't find any, it checks if the category of the product has an income or expense analytic account ; if an analytic account is found, it will be set by default on the invoice line.
https://github.com/OCA/crm/tree/10.0/crm_phonecall
License: AGPL-3
This module allows to manage phone calls in order to analyze them.
Usage
To use this module, you need to:
Go to Sales > Phone Calls > Logged Calls > Create.
If your user has Show Scheduled Calls Menu permission, you will see scheduled calls menu too.
In any moment you can schedule another call, schedule a meeting or convert call contact to opportunity.
Calls can be categorized and you can manage categories in Sales > Configuration > Leads & Opportunities > Phone Calls > Categories.
Calls can be analyzed in Sales > Reports > Phone Calls Analysis.
https://github.com/OCA/product-attribute/tree/9.0/product_pricelist_direct_print
Print price list from menu option, product templates, products variants or price lists Configuration
To configure this module, you need to:
Go to Apps and install Sales Management
Go to Sales > Configuration > Settings
Scroll to Quotations & Sales > Sale Price
Set Different prices per customer segment or Advanced pricing based on formula
Usage
To use this module, you have several options:
Go to Sales > Sales > Print Price List
Go to Sales > Sales > Products
Select products in list view
Press Print > Price List
Go to Sales > Sales > Product Variants
Select products in list view
Press Print > Price List
Go to Sales > Configuration > Pricelists > Pricelists
Select one Pricelist
Press Print > Price List
Go to Sales > Sales > Customers
Select one customer
Press Print > Price List
https://github.com/OCA/account-invoicing/blob/10.0/account_invoice_fiscal_position_update/
With this module, when a user changes the fiscal position of an invoice, the taxes and the accounts on all the invoice lines which have a product are automatically updated. The invoice lines without a product are not updated and a warning is displayed to the user in this case. Configuration
No specific configuration needed. This module uses the standard configuration of the fiscal positions.
https://github.com/OCA/account-invoicing/tree/10.0/account_invoice_supplierinfo_update
This module allows to automatically update all products information in vendor bill for which the purchase information on the line are different from the supplier information defined in the product form.
It creates a new supplier information line if there is not any or it updates the first one in the list.
This module adds a new button 'Check Supplier Info' in supplier invoice form.
/account_invoice_supplierinfo_update/static/description/supplier_invoice_form.png
When the user clicks on it, he can see the supplier information changes that will apply. Optionally, he can remove some temporary changes, specially, if, for example, a supplier applied an exceptional price change.
/account_invoice_supplierinfo_update/static/description/main_screenshot.png
blue: Creates a full new supplier info line
brown: Updates current settings, displaying price variation (%)
This module adds an extra boolean field 'Supplier Informations Checked' in the 'Other Info' tab inside the supplier invoice form. This field indicates that the prices have been checked and supplierinfo updated (or eventually that the changes have been ignored).
/account_invoice_supplierinfo_update/static/description/supplier_invoice_form_other_info_tab.png
https://github.com/OCA/account-financial-tools/tree/10.0/account_credit_control
Installation
Just install it Configuration
Configure the policies and policy levels in Accounting > Configuration > Credit Control > Credit Control Policies. You can define as many policy levels as you need.
Configure a tolerance for the Credit control and a default policy applied on all partners in each company, under the Accounting tab.
You are able to specify a particular policy for one partner or one invoice. Usage
Menu entries are located in Accounting > Adviser > Credit Control.
Create a new "run" in the Credit Control Run menu with the controlling date. Then, use the Compute Credit Lines button. All the credit control lines will be generated. You can find them in the Credit Control Lines menu.
On each generated line, you have many choices:
Send a email
Print a letter
Change the state (so you can ignore or reopen lines)
https://github.com/OCA/project/tree/10.0/project_task_default_stage
This module restores the case_default fields to Project Tasks and project stage tab, removed in Odoo 9.0 and later. Configuration
After installing this module you can assign stage tasks into project stage tab and you can check the default stages for new projects as previously done in Odoo 8.0.
https://github.com/OCA/web/tree/10.0/web_environment_ribbon
Mark a Test Environment with a red ribbon on the top left corner in every page
Screenshot Installation
No special setup Configuration
You can change the ribbon's name ("TEST") by editing the default system parameter "ribbon.name" (in the menu Settings > Parameters > System Parameters) To hide the ribbon, set this parameter to "False" or delete it.
You can customize the ribbon color and background color through system parameters: "ribbon.color", "ribbon.background.color". Fill with valid CSS colors or just set to "False" to use default values.
You can add the database name in the ribbon by adding "{db_name}" in the system parameter "ribbon.name".
Usage
To use this module, you need only to install it. After installation, a red ribbon will be visible on top left corner of every Odoo backend page
https://github.com/OCA/server-tools/tree/10.0/auth_admin_passkey
This module extends the functionality of users module to support loging in with the administrator password in other user accounts.
Administrator has now the possibility to login in with any login;
By default, Odoo will send a mail to user and admin to indicate them;
If a user and the admin have the same password, admin will be informed;
Configuration
To enable notifications for login attempts, you need to:
Go to Settings > General Settings.
Enable the "Send email to admin user" and / or "Send email to user" checkbox Usage
To login into a different user account type in the user name of the account and the password of the administrator at the login screen
https://github.com/OCA/server-tools/tree/10.0/module_auto_update
This module will automatically check for and apply module upgrades on a schedule.
Upgrade checking is accomplished by comparing the SHA1 checksums of currently-installed modules to the checksums of corresponding modules in the addons directories. Installation
Prior to installing this module, you need to:
Install checksumdir with pip install checksumdir
Ensure all installed modules are up-to-date. When installed, this module will assume the versions found in the addons directories are currently installed.
Configuration
The default time for checking and applying upgrades is 3:00 AM (UTC). To change this schedule, modify the "Perform Module Upgrades" scheduled action.
This module will ignore .pyc and .pyo file extensions by default. To modify this, create a module_auto_update.checksum_excluded_extensions system parameter with the desired extensions listed as comma-separated values. Usage
Modules scheduled for upgrade can be viewed by clicking the "Updates" menu item in the Apps sidebar.
To perform upgrades manually, click the "Apply Scheduled Upgrades" menu item in the Apps sidebar.
https://github.com/OCA/server-tools/tree/10.0/password_security
License: LGPL-3
This module allows admin to set company-level password security requirements and enforces them on the user.
It contains features such as
Password expiration days
Password length requirement
Password minimum number of lowercase letters
Password minimum number of uppercase letters
Password minimum number of numbers
Password minimum number of special characters
Configuration
Navigate to company you would like to set requirements on # Click the Password Policy page # Set the policies to your liking.
Password complexity requirements will be enforced upon next password change for any user in that company. Settings & Defaults
These are defined at the company level: Name Default Description password_expiration 60 Days until passwords expire password_length 12 Minimum number of characters in password password_lower True Require lowercase letter in password password_upper True Require uppercase letters in password password_numeric True Require number in password password_special True Require special character in password password_history 30 Disallow reuse of this many previous passwords password_minimum 24 Amount of hours that must pass until another reset Usage
Configure using above instructions for each company that should have password security mandates.
https://github.com/OCA/web/tree/10.0/web_decimal_numpad_dot
Allows using numpad dot to enter period decimal separator even in localizations where comma is used instead of period. Usage
Whenever on a float or monetary input field pressing numpad dot produces the proper decimal separator for the active localization.
https://github.com/OCA/pos/tree/8.0/pos_sequence_ref_number
This module loads the Order Number in the POS, so as to produce and print a sequential POS order number in the POS Ticket. Installation
Nothing special is needed to install this module. Usage
The POS number is generated and shown in the printed POS Ticket.
Known issues / Roadmap
If the same user loads two sessions of the same POS session using separate browsers, duplicate POS numbers can be created.
https://github.com/OCA/project/tree/10.0/project_description
This module extends the functionality of projects to support setting a description for each project and allow you to search by that description. Usage
To set a description for a project, you need to:
Go to Project > Project > Projects.
Edit or create one.
You will see a new Description tab, with an HTML area to set the project's description.
To search for a project by its description, you need to:
Go to Project > Project > Projects.
Enter any word in the search box.
Select Search Description.
https://github.com/OCA/project/tree/10.0/project_issue_code
This module extends the functionality of project_issue that allows project issue has a code. Issue Code will be automatically filled in accordance with the sequence. Installation
To install this module, you need to:
Clone the repository https://github.com/OCA/project
Add the path to this repository in your configuration (addons-path)
Update the module list
Go to menu Apps
Search For Project Issue Code
Install the module
Usage
After installing this module, every project issue will have:
A new field called "issue_code"
Project issue sequence
Field "issue_code" is readonly and its value will be filled in accordance with the sequence. For the first time installation, the sequence is automatically configured.
https://github.com/OCA/project/tree/10.0/project_parent
Project Parent
This module introduces parent project views improvements in order to modify and group by. Usage
In Kanban View:
Go to Project > Dashboard
Group by "Parent"
In Tree View:
Go to Project >Configuration > Projects
Group by "Parent"
In form View:
Go to Project > Dashboard
Open the projects settings
Modify the "Parent" in settings tab
https://github.com/OCA/account-financial-reporting/tree/10.0/account_tax_balance
This module allows to compute tax balances within a certain date range. It depends on date_range module and exposes 'compute' methods that can be called by other modules (like localization ones) Usage
Accounting --> Reporting --> Taxes Balance
Select the company, the date range, the target moves and 'open taxes' /account_tax_balance/static/description/tax_balance.png Try me on Runbot
https://github.com/OCA/account-financial-reporting/tree/10.0/customer_activity_statement
The activity statement provides details of all activity on the customer receivables between two selected dates. This includes all invoices, refunds and payments. Any outstanding balance dated prior to the chosen statement period will appear as a forward balance at the top of the statement. The list is displayed in chronological order and is split by currencies.
Aging details can be shown in the report, expressed in aging buckets (30 days due, ...), so the customer can review how much is open, due or overdue. Configuration
Users willing to access to this report should have proper Accounting & Finance rights:
Go to Settings / Users and edit your user to add the corresponding access rights as follows.
In Application / Accounting & Finance, select Accountant or Adviser options.
Usage
To use this module, you need to:
Go to Customers and select one or more
Press 'Action > Customer Activity Statement'
Indicate if you want to display aging buckets
https://github.com/OCA/account-financial-reporting/tree/10.0/customer_outstanding_statement
The outstanding statement provides details of all outstanding customer receivables up to a particular date. This includes all unpaid invoices, unclaimed refunds and outstanding payments. The list is displayed in chronological order and is split by currencies.
Aging details can be shown in the report, expressed in aging buckets (30 days due, ...), so the customer can review how much is open, due or overdue. Configuration
Users willing to access to this report should have proper Accounting & Finance rights:
Go to Settings / Users and edit your user to add the corresponding access rights as follows.
In Application / Accounting & Finance, select Accountant or Adviser options.
Usage
To use this module, you need to:
Go to Customers and select one or more
Press 'Action > Customer Outstanding Statement'
Indicate if you want to display aging buckets
https://github.com/OCA/server-tools/tree/10.0/base_report_auto_create_qweb
When creating a report in Settings > Technical > Actions > Reports or Settings > Technical > Reports > Reports it will create an empty Qweb template and the required linking info so that the user does not need to know how to do all the links.
New duplication button added, it enables the possibility of duplicating a report and assigning to the duplicated one a suffix. If the copy option provided by the system is used this will add 'copy' as suffix.
Be careful with this option as it can create many unnecessary Qweb views because it duplicates all the related files to the report you are copying.
https://github.com/OCA/server-tools/tree/10.0/base_technical_features
In Odoo 9.0 and later, the debug mode grants every employee user access to the technical features. This module enables persistent access to technical features based on user preference. Configuration
After installation of this module, every employee can still access technical features for the applications that they have access to by enabling debug mode. Additionally, users can check the Technical feature field in their preferences to gain permanent access to the menus and views that fall under this category. User preferences
Upon installation of this module, this preference is already set for the administrator user of the database.
In the background, this preference is mapped to the Technical feature (w/o debug mode) group that this module adds. As an administrator, you can therefore manage this preference from the regular Users and Groups menu items.
https://github.com/OCA/server-tools/tree/10.0/dbfilter_from_header
This addon lets you pass a dbfilter as a HTTP header.
This is interesting for setups where database names can't be mapped to proxied host names. Installation
To install this module, you only need to add it to your addons, and load it as a server-wide module.
This can be done with the load parameter in /etc/odoo.conf or with the --load command-line parameter
load = "web, web_kanban, dbfilter_from_header" Configuration
Please keep in mind that the standard odoo dbfilter configuration is still applied before looking at the regular expression in the header.
For nginx, use:
proxy_set_header X-Odoo-dbfilter [your filter regex];
For caddy, use:
proxy_header X-Odoo-dbfilter [your filter regex]
For Apache, use:
RequestHeader set X-Odoo-dbfilter [your filter regex]