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[MIG] l10n_pt_account_invoicexpress: Migration to 18.0 #123

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a937c2f
Initial submission to OCA
Oct 2, 2015
f6d8cb1
[FIX] all the modifications that Daniel Reis kindly suggested
Oct 12, 2015
d531551
[FIX] replace deprecated col attribute
Oct 12, 2015
387ae05
test_flake8 cleaning
Oct 13, 2015
5d35d8a
test_flake8 cleaning
Oct 13, 2015
d8918e8
test_flake8 cleaning
Oct 13, 2015
6e7e774
[FIX] minor adjustments
Oct 30, 2015
73624c7
[FIX] minor adjustments
Oct 30, 2015
5ec9e96
portuguese translation
Nov 18, 2015
9290be3
[FIX] new module category
Nov 18, 2015
29da4c1
module category correction
Nov 18, 2015
bb8e5c4
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
6a87c74
[MIG] Migrate to 12.0
dreispt Feb 4, 2020
b80bf7c
[UPD] README.rst
OCA-git-bot Oct 3, 2020
1aa2a4d
l10n_pt_vat 12.0.0.1.0
OCA-git-bot Oct 3, 2020
d5f244b
[IMP] l10n_pt_vat: black, isort, prettier
dreispt May 27, 2021
623dfc0
[ADD] l10n_pt_vat: Portuguese VAT taxes
dreispt Oct 3, 2020
2709ace
[MIG] l10n_pt_vat: port to 14.0
dreispt May 28, 2021
e30d753
[FIX] l10n_pt_vat: fix fiscal position data
dreispt May 28, 2021
8d98705
[UPD] Update l10n_pt_vat.pot
oca-travis May 31, 2021
88d5b4c
[UPD] README.rst
OCA-git-bot May 31, 2021
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[IMP] l10n_pt_vat: add exempt reasons and fiscal zones
dreispt Jun 4, 2021
a8e3daa
[UPD] Update l10n_pt_vat.pot
oca-travis Jun 12, 2021
03fe49a
[UPD] README.rst
OCA-git-bot Jun 12, 2021
5ded4b6
Update translation files
oca-transbot Jun 12, 2021
a1202af
[FIX] l10n_pt_vat: updatable Taxes and Fiscal Positions
dreispt Jun 15, 2021
9ce3177
l10n_pt_vat 14.0.0.2.0
OCA-git-bot Jun 16, 2021
e2d3819
[FIX] l10n_pt_vat: fix islands VAT taxes, only set exemption reason w…
dreispt Jul 5, 2021
f7a7b92
[UPD] Update l10n_pt_vat.pot
oca-travis Jul 5, 2021
47b453f
l10n_pt_vat 14.0.0.2.0
OCA-git-bot Jul 5, 2021
fabdd5e
Update translation files
oca-transbot Jul 5, 2021
0f356d9
[FIX] l10_pt_vat: remove tax configuration from tax tables (should be…
dreispt Jul 9, 2021
3588a0b
[UPD] README.rst
OCA-git-bot Jul 26, 2021
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l10n_pt_vat 14.0.1.0.0
OCA-git-bot Jul 26, 2021
66ab97b
Translated using Weblate (Portuguese)
dreispt Aug 3, 2021
9968738
Translated using Weblate (Portuguese)
dreispt Sep 24, 2021
7835ae1
[FIX] l10n_pt_vat: tax exempt computation ignore section lines
dreispt Mar 10, 2022
5eeced7
l10n_pt_vat 14.0.1.0.1
OCA-git-bot Mar 14, 2022
451366a
[MIG] l10n_pt_vat: Migration to 15.0
aktiv-heli-kantawala Jul 25, 2022
b05444e
[UPD] Update l10n_pt_vat.pot
Aug 10, 2022
470cefd
[UPD] README.rst
OCA-git-bot Aug 10, 2022
b47e4b3
[IMP] l10n_pt_vat: pre-commit stuff
fmartins-odoogap Nov 3, 2022
fd44e47
[MIG] l10n_pt_vat: Migration to 16.0
fmartins-odoogap Nov 3, 2022
351f7f2
[UPD] Update l10n_pt_vat.pot
Dec 28, 2022
a9193d0
[UPD] README.rst
OCA-git-bot Dec 28, 2022
7c8c863
Update translation files
weblate Dec 28, 2022
bc9236e
[REF] l10n_pt_vat: update development status
dreispt Dec 28, 2022
93ed248
[UPD] README.rst
OCA-git-bot Dec 29, 2022
fd165a2
[UPD] README.rst
OCA-git-bot Sep 3, 2023
12289ae
[FIX] l10n_pt_vat: remove file preventing Git clone on Windows
dreispt Dec 3, 2023
50500ae
[BOT] post-merge updates
OCA-git-bot Jan 27, 2024
3ce15ca
[FIX] added 2023 VAT PT exempt reasons and move to xml record
dduarte-odoogap Dec 29, 2023
bdc845a
[UPD] Update l10n_pt_vat.pot
Jan 27, 2024
16009db
[BOT] post-merge updates
OCA-git-bot Jan 27, 2024
05b7f72
Update translation files
weblate Jan 27, 2024
bd58940
[FIX] l10n_pt_vat: do not throw error if the line is a note or a section
Apr 17, 2024
9cec9b4
[IMP] l10n_pt_vat: pre-commit execution
dreispt Sep 19, 2024
96b39b5
[MIG] l10n_pt_vat: Migration to 17.0
dreispt Sep 19, 2024
af20552
[UPD] Update l10n_pt_vat.pot
Sep 23, 2024
452120a
[BOT] post-merge updates
OCA-git-bot Sep 23, 2024
5624112
Update translation files
weblate Sep 23, 2024
83c4346
[FIX] l10n_pt_vat: error when searching VAT Reason by name
dreispt Dec 20, 2024
2e01f22
[BOT] post-merge updates
OCA-git-bot Dec 20, 2024
e3bd5c1
[IMP] l10n_pt_vat: pre-commit execution
dreispt Feb 24, 2025
78b656b
[MIG] l10n_pt_vat: Migration to 18.0
dreispt Feb 24, 2025
86e4a14
[ADD] l10n_pt_account_invoicexpress: add InvoiceXpress connector
vimalpatelserpentcs May 24, 2021
386c2ca
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jun 12, 2021
62b3ddd
[UPD] README.rst
OCA-git-bot Jun 12, 2021
e42d6e2
[FIX] l10n_pt_account_invoicexpress,l10n_pt_stock_invoicexpress: send…
dreispt Jun 15, 2021
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[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jun 16, 2021
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l10n_pt_account_invoicexpress 14.0.1.1.0
OCA-git-bot Jun 16, 2021
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[FIX] l10n_pt_account_invoicexpress: multicompany support, foreign co…
dreispt Jul 5, 2021
023de57
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jul 5, 2021
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l10n_pt_account_invoicexpress 14.0.2.0.0
OCA-git-bot Jul 5, 2021
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[IMP] l10n_pt_account_invoicexpress: set the InvoiceXpress number in …
dreispt Jul 8, 2021
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l10n_pt_account_invoicexpress 14.0.2.0.1
OCA-git-bot Jul 26, 2021
ba54f8f
Added translation using Weblate (Portuguese)
dreispt Aug 3, 2021
642fa30
[IMP] l10n_pt_account_invoicexpress: tolerate customer with no email
dreispt Sep 12, 2021
4f18335
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 16, 2021
a0a1a0d
l10n_pt_account_invoicexpress 14.0.2.1.0
OCA-git-bot Sep 16, 2021
b1ee25a
Update translation files
oca-transbot Sep 16, 2021
31943a7
[IMP] l10n_pt_*_invoicexpress: expose setup on Company form
dreispt Sep 15, 2021
7dfc7f2
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 17, 2021
ac6734f
l10n_pt_account_invoicexpress 14.0.2.2.0
OCA-git-bot Sep 17, 2021
a4a6a95
Update translation files
oca-transbot Sep 17, 2021
9b44a2b
[IMP] l10n_pt_account_invoicexpress: allow disabling for some Journals
dreispt Sep 21, 2021
a574508
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 23, 2021
63c445b
l10n_pt_account_invoicexpress 14.0.2.3.0
OCA-git-bot Sep 23, 2021
0ca6506
Update translation files
oca-transbot Sep 23, 2021
c0b0c85
[IMP] l10n_pt_account_invoicexpress: better module description
dreispt Sep 23, 2021
9d1953a
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 23, 2021
913b835
[UPD] README.rst
OCA-git-bot Sep 23, 2021
3de48d7
l10n_pt_account_invoicexpress 14.0.2.3.1
OCA-git-bot Sep 23, 2021
74dd2f3
Update translation files
oca-transbot Sep 23, 2021
183e513
[IMP] l10n_pt_account_invoicexpress: add support for other document t…
dreispt Nov 12, 2021
15af1af
[IMP] l10n_pt_account_invoicexpress: remove redundant product ref fro…
dreispt Nov 18, 2021
ffebe48
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 18, 2021
db36297
l10n_pt_account_invoicexpress 14.0.2.3.2
OCA-git-bot Nov 18, 2021
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Update translation files
oca-transbot Nov 18, 2021
94c8ce7
Translated using Weblate (Portuguese)
dreispt Nov 18, 2021
c4a4ec6
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 19, 2021
fbc8b7f
[UPD] README.rst
OCA-git-bot Nov 19, 2021
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l10n_pt_account_invoicexpress 14.0.3.0.0
OCA-git-bot Nov 19, 2021
157478d
Update translation files
oca-transbot Nov 19, 2021
c8fab35
[FIX]l10n_pt_account_invoicexpress: add missing Country view file
dreispt Nov 19, 2021
c6abcc6
l10n_pt_account_invoicexpress 14.0.3.0.1
OCA-git-bot Nov 19, 2021
74808a0
[IMP] l10n_pt_stock_invoicexpress: add support for transport doc types
dreispt Nov 15, 2021
fb6164b
[UPD] README.rst
OCA-git-bot Nov 19, 2021
6494b22
l10n_pt_account_invoicexpress 14.0.4.0.0
OCA-git-bot Nov 19, 2021
1bbbccb
[FIX]l10n_pt_account_invoicexpress: use latest Odoo address, instead …
dreispt Nov 19, 2021
97f765e
l10n_pt_account_invoicexpress 14.0.4.0.1
OCA-git-bot Nov 19, 2021
7df9176
[FIX] l10n_pt_account_invoicexpress: limit to InvX supported languages
dreispt Nov 22, 2021
b101fe3
l10n_pt_account_invoicexpress 14.0.4.0.2
OCA-git-bot Nov 23, 2021
79d1ca8
[FIX] l10n_pt_account_invoicexpress: set language based on destinatio…
dreispt Nov 24, 2021
55b3adf
l10n_pt_account_invoicexpress 14.0.4.0.3
OCA-git-bot Nov 25, 2021
cdabce4
[IMP] l10n_pt_account_invoicexpress: suport VAT MOSS Credit Notes
dreispt Nov 24, 2021
e467dfe
[IMP] l10n_pt_account_invoicexpress: fix InvX Settings
dreispt Nov 24, 2021
60b054d
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 25, 2021
2c98aff
l10n_pt_account_invoicexpress 14.0.4.1.0
OCA-git-bot Nov 25, 2021
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l10n_pt_account_invoicexpress 14.0.4.1.1
OCA-git-bot Nov 25, 2021
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[IMP] l10n_pt_account_invoicexpress: force update of Invx stored Cont…
dreispt Nov 25, 2021
161bd9b
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 26, 2021
29e371a
l10n_pt_account_invoicexpress 14.0.4.1.2
OCA-git-bot Nov 26, 2021
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Update translation files
oca-transbot Nov 26, 2021
fe7baca
[FIX] l10n_pt_account_invoicexpress: error messages correctly present…
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3f48066
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Mar 14, 2022
61523f2
l10n_pt_account_invoicexpress 14.0.4.1.3
OCA-git-bot Mar 14, 2022
0911d64
Update translation files
oca-transbot Mar 14, 2022
f330120
[FIX] l10n_pt_account_invoicexpress: ensure customer data is updated
dreispt Dec 28, 2022
93c9fb4
[FIX] l10n_pt_account_invoicexpress: hide fields if InvX disabled
dreispt Dec 28, 2022
bc6f75e
[MIG] l10n_pt_account_invoicexpress: Odoo 15 changes
dreispt Dec 29, 2022
66fe182
[MIG] l10n_pt_account_invoicexpress: migrate to 16.0
dreispt Dec 29, 2022
c34df02
[UPD] Update l10n_pt_account_invoicexpress.pot
Dec 29, 2022
1b34cab
[UPD] README.rst
OCA-git-bot Dec 29, 2022
505580d
[FIX] l10n_pt_account_invoicexpress: VAT MOSS doc type no longer used
dreispt Feb 7, 2023
1c9924f
[UPD] README.rst
OCA-git-bot Mar 4, 2023
a8fa402
l10n_pt_account_invoicexpress 16.0.1.1.0
OCA-git-bot Mar 4, 2023
3f14757
[IMP] l10n_pt_account_invoicexpress: automatically set invx pay status
justreisz Jul 4, 2023
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[UPD] Update l10n_pt_account_invoicexpress.pot
Jul 11, 2023
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l10n_pt_account_invoicexpress 16.0.1.2.0
OCA-git-bot Jul 11, 2023
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335fdcf
[16.0][FIX]l10n_pt_account_invoicexpress fixed method override
dariodelzozzo Jul 18, 2023
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l10n_pt_account_invoicexpress 16.0.1.2.1
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[UPD] README.rst
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[REF] l10n_pt_account_invoicexpress: fix pre-commit
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[MIG] l10n_pt_account_invoicexpress: Migration to 17.0
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173 changes: 173 additions & 0 deletions l10n_pt_account_invoicexpress/README.rst
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==================================
Portugal InvoiceXpress Integration
==================================

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

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fl10n--portugal-lightgray.png?logo=github
:target: https://github.com/OCA/l10n-portugal/tree/18.0/l10n_pt_account_invoicexpress
:alt: OCA/l10n-portugal
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/l10n-portugal-18-0/l10n-portugal-18-0-l10n_pt_account_invoicexpress
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/l10n-portugal&target_branch=18.0
:alt: Try me on Runboat

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

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

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

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

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

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

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

**Table of contents**

.. contents::
:local:

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

To configure:

- Navigate to Settings/General Settings.

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

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

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

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

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

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

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

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

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

Usage
=====

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

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

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

Invoices:

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

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

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-portugal/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/l10n-portugal/issues/new?body=module:%20l10n_pt_account_invoicexpress%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Open Source Integrators

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

- Daniel Reis <[email protected]>, `Open Source
Integrators <https://www.opensourceintegrators.eu>`__

Maintainers
-----------

This module is maintained by the OCA.

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

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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

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

|maintainer-dreispt|

This module is part of the `OCA/l10n-portugal <https://github.com/OCA/l10n-portugal/tree/18.0/l10n_pt_account_invoicexpress>`_ project on GitHub.

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

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

{
"name": "Portugal InvoiceXpress Integration",
"summary": "Portuguese certified invoices using InvoiceXpress",
"version": "18.0.1.0.0",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"license": "AGPL-3",
"website": "https://github.com/OCA/l10n-portugal",
"category": "Accounting/Localizations/EDI",
"maintainers": ["dreispt"],
"development_status": "Production/Stable",
"depends": ["l10n_pt_vat", "account"],
"data": [
"views/res_config_settings.xml",
"views/account_journal_view.xml",
"views/account_tax_view.xml",
"views/account_move_view.xml",
"views/res_company_view.xml",
"views/res_country_view.xml",
"data/mail_template.xml",
"data/res.country.csv",
],
"images": ["static/description/cover.png"],
"application": True,
"installable": True,
}
43 changes: 43 additions & 0 deletions l10n_pt_account_invoicexpress/data/country_mapping.txt
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Odoo country list was mapped to the InvoiceXpress names as documented at
https://invoicexpress.com/api-v2/documentation/appendix

These InvoiceXpress country names found no macth in Odoo:

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

These Odoo countries found no match in the InvoiceXpress list:

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