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Merge pull request #717 from camptocamp/16.0-mig-ebill_postfinance
[16.0[MIG] ebill_postfinance
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================= | ||
eBill Postfinance | ||
================= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:8fe54c201370aabd37f966becd9bc102925267307e434f56a4c558a943f058ed | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-OCA%2Fl10n--switzerland-lightgray.png?logo=github | ||
:target: https://github.com/OCA/l10n-switzerland/tree/16.0/ebill_postfinance | ||
:alt: OCA/l10n-switzerland | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/l10n-switzerland-16-0/l10n-switzerland-16-0-ebill_postfinance | ||
: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-switzerland&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module implements the exchange of electronic invoices with the Postfinance web service. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Installation | ||
============ | ||
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This module needs the Python library `ebilling_postfiance` which can be installed from Pypi. | ||
More information can be found at `<repository https://github.com/camptocamp/ebilling-postfinance>`_. | ||
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Configuration | ||
============= | ||
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Create a service | ||
================ | ||
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First you need to be registred on 'Postfinance eBill service <https://www.postfinance.ch/en/business/products/accounts-receivable-solutions/e-bill-invoice-issuer.html>' | ||
To create a service go to `Accounting - Configuration - Payments - Postfinance eBill Service` | ||
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Configure a customer and create his contract | ||
============================================ | ||
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The contracts specific to Postfinance e-billing are located in `Accounting - Customers - eBill Postfinance Contract` | ||
Create a contract for a customer with his PayerId and make sure that the contract is active by being in `Open` state with valid start/end dates. | ||
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Set `Customer Invoice Transmission Method` on the customer to Postfinance. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Configure the service, customers and contracts as described in the CONFIGURATION section. | ||
#. Create an invoice for a customer with an open Postfinance contract. | ||
#. Validate the invoice, and click the Send eBill button. | ||
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Known issues / Roadmap | ||
====================== | ||
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ToDo | ||
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* Add option to import the contract subscription (csv) | ||
* Add the download of this csv from web service, but what is the endpoint ? | ||
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Nice to have | ||
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* Add a link to the failed job in the chatter message. | ||
* Add an action on partner to create a ebilling contract. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-switzerland/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-switzerland/issues/new?body=module:%20ebill_postfinance%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Camptocamp | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Thierry Ducrest <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-TDu| image:: https://github.com/TDu.png?size=40px | ||
:target: https://github.com/TDu | ||
:alt: TDu | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-TDu| | ||
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This module is part of the `OCA/l10n-switzerland <https://github.com/OCA/l10n-switzerland/tree/16.0/ebill_postfinance>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2022 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "eBill Postfinance", | ||
"summary": """Postfinance eBill integration""", | ||
"version": "16.0.1.0.0", | ||
"license": "AGPL-3", | ||
"author": "Camptocamp,Odoo Community Association (OCA)", | ||
"maintainers": ["TDu"], | ||
"website": "https://github.com/OCA/l10n-switzerland", | ||
"depends": [ | ||
"account", | ||
"account_invoice_export", | ||
"base_ebill_payment_contract", | ||
"l10n_ch", | ||
"sale", | ||
], | ||
"external_dependencies": { | ||
"python": [ | ||
"zeep", | ||
"ebilling_postfinance", | ||
] | ||
}, | ||
"data": [ | ||
"data/ir_cron.xml", | ||
"data/transmit.method.xml", | ||
"data/mail_activity_type.xml", | ||
"security/ir.model.access.csv", | ||
"views/ebill_payment_contract.xml", | ||
"views/message_template.xml", | ||
"views/ebill_postfinance_service.xml", | ||
"views/ebill_postfinance_invoice_message.xml", | ||
], | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<record model="ir.cron" id="cron_search_invoices"> | ||
<field name="name">eBill Postfinance - Check invoices state on server</field> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">hours</field> | ||
<field name="numbercall">-1</field> | ||
<field name="active" eval="True" /> | ||
<field name="doall" eval="False" /> | ||
<field name="model_id" ref="model_ebill_postfinance_service" /> | ||
<field name="state">code</field> | ||
<field name="code">model.cron_update_invoices()</field> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<record id="mail_activity_ebill_postfinance_error" model="mail.activity.type"> | ||
<field name="name">eBill Postfinance Error</field> | ||
<field name="icon">fa-warning</field> | ||
<field name="delay_count">0</field> | ||
<field name="sequence">99</field> | ||
<field name="decoration_type">warning</field> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="postfinance_transmit_method" model="transmit.method"> | ||
<field name="name">Postfinance</field> | ||
<field name="code">postfinance</field> | ||
<field name="customer_ok" eval="True" /> | ||
<field name="supplier_ok" eval="False" /> | ||
<field name="send_through_http" eval="True" /> | ||
</record> | ||
</odoo> |
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