LATAM Document (l10n_latam_invoice_document)

Functional
----------

In some Latinamerica countries, including Argentina and Chile, some accounting transactions like invoices and vendor bills are classified by a document types defined by the government fiscal authorities (In Argentina case ARCA, Chile case SII).

This module is intended to be extended by localizations in order to manage these document types and is an essential information that needs to be displayed in the printed reports and that needs to be easily identified, within the set of invoices as well of account moves.

Each document type have their own rules and sequence number, this last one is integrated with the invoice number and journal sequence in order to be easy for the localization user. In order to support or not this document types a Journal has a new option that lets to use document or not.

Technical
---------

If your localization needs this logic will then need to add this module as dependency and in your localization module extend:

* extend company's _localization_use_documents() method.
* create the data of the document types that exists for the specific country. The document type has a country field

Code Analysis ⓘ

Views touched (17)

XML ID	Name	Model	Type	Status
`external_layout_bold`	external_layout_bold	ir.ui.view	qweb	Inherits web.external_layout_bold
`external_layout_boxed`	external_layout_boxed	ir.ui.view	qweb	Inherits web.external_layout_boxed
`external_layout_bubble`	external_layout_bubble	ir.ui.view	qweb	Inherits web.external_layout_bubble
`external_layout_folder`	external_layout_folder	ir.ui.view	qweb	Inherits web.external_layout_folder
`external_layout_standard`	external_layout_standard	ir.ui.view	qweb	Inherits web.external_layout_standard
`external_layout_striped`	external_layout_striped	ir.ui.view	qweb	Inherits web.external_layout_striped
`external_layout_wave`	external_layout_wave	ir.ui.view	qweb	Inherits web.external_layout_wave
`view_account_invoice_filter`	account.move.select	account.move		Inherits account.view_account_invoice_filter
`view_account_invoice_report_search`	account.invoice.report.search	account.invoice.report	search	Inherits account.view_account_invoice_report_search
`view_account_journal_form`	account.journal.form	account.journal	form	Inherits account.view_account_journal_form
`view_account_move_filter`	account.move.filter	account.move		Inherits account.view_account_move_filter
`view_account_move_line_filter`	account.move.line.filter	account.move.line		Inherits account.view_account_move_line_filter
`view_account_move_reversal`	account.move.reversal.form	account.move.reversal	form	Inherits account.view_account_move_reversal
`view_document_type_filter`	l10n_latam.document.type.filter	l10n_latam.document.type	search	New
`view_document_type_form`	l10n_latam.document.type.form	l10n_latam.document.type	form	New
`view_document_type_tree`	l10n_latam.document.type.list	l10n_latam.document.type	list	New
`view_move_form`	account.move.form	account.move	form	Inherits account.view_move_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (9)

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

create_debit(self)
Properly compute the latam document type of type debit note.

New fields (1)

l10n_latam_document_type_id Many2one → l10n_latam.document.type
index=True args: 'l10n_latam.document.type', 'Document Type'

Public methods (0)

No public methods.

New fields (2)

l10n_latam_company_use_documents Boolean
compute='_compute_l10n_latam_company_use_documents'
l10n_latam_use_documents Boolean
help='If active: will be using for legal invoicing (invoices, debit/credit notes). If not set means that will be used to register accounting entries not related to invoicing legal documents. For Example: Receipts, Tax Payments, Register journal entries' args: 'Use Documents?'

Public methods (1)

check_use_document(self)
@api.constrains('l10n_latam_use_documents')

New fields (6)

l10n_latam_available_document_type_ids Many2many → l10n_latam.document.type
compute='_compute_l10n_latam_available_document_types' args: 'l10n_latam.document.type'
l10n_latam_document_number Char
compute='_compute_l10n_latam_document_number' inverse='_inverse_l10n_latam_document_number' readonly=False string='Document Number'
l10n_latam_document_type_id Many2one → l10n_latam.document.type
bypass_search_access=True compute='_compute_l10n_latam_document_type' index='btree_not_null' readonly=False store=True string='Document Type' args: 'l10n_latam.document.type'
l10n_latam_document_type_id_code Char
related='l10n_latam_document_type_id.code' string='Doc Type'
l10n_latam_manual_document_number Boolean
compute='_compute_l10n_latam_manual_document_number' string='Manual Number'
l10n_latam_use_documents Boolean
compute='_compute_l10n_latam_use_documents' search='_search_l10n_latam_use_documents'

Public methods (0)

No public methods.

New fields (2)

l10n_latam_document_type_id Many2one
bypass_search_access=True index='btree_not_null' related='move_id.l10n_latam_document_type_id' store=True
l10n_latam_use_documents Boolean
related='move_id.l10n_latam_use_documents'

Public methods (0)

No public methods.

New fields (5)

l10n_latam_available_document_type_ids Many2many → l10n_latam.document.type
compute='_compute_documents_info' args: 'l10n_latam.document.type'
l10n_latam_document_number Char
string='Document Number'
l10n_latam_document_type_id Many2one → l10n_latam.document.type
compute='_compute_document_type' domain="[('id', 'in', l10n_latam_available_document_type_ids)]" ondelete='cascade' readonly=False store=True args: 'l10n_latam.document.type', 'Document Type'
l10n_latam_manual_document_number Boolean
compute='_compute_l10n_latam_manual_document_number' string='Manual Number'
l10n_latam_use_documents Boolean
compute='_compute_documents_info'

Public methods (0)

No public methods.

New fields (8)

active Boolean
default=True
code Char
help='Code used by different localizations'
country_id Many2one → res.country
help='Country in which this type of document is valid' index=True required=True args: 'res.country'
doc_code_prefix Char
help="Prefix for Documents Codes on Invoices and Account Moves. For eg. 'FA ' will build 'FA 0001-0000001' Document Number" args: 'Document Code Prefix'
internal_type Selection
help='Analog to odoo account.move.move_type but with more options allowing to identify the kind of document we are working with. (not only related to account.move, could be for documents of other models like stock.picking)' args: [('invoice', 'Invoices'), ('debit_note', 'Debit Notes'), ('credit_note', 'Credit Notes'), ('all', 'All Documents')]
name Char
help='The document name' required=True translate=True
report_name Char
help='Name that will be printed in reports, for example "CREDIT NOTE"' translate=True args: 'Name on Reports'
sequence Integer
default=10 help='To set in which order show the documents type taking into account the most commonly used first' required=True

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

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Code Analysis ⓘ

Views touched (17)

HTTP endpoints (0)

Models touched (9)

account.chart.template Extends AbstractModel 0 fields 0 methods AccountChartTemplate · inherits account.chart.template

account.debit.note Extends TransientModel 0 fields 1 method AccountDebitNote · inherits account.debit.note

account.invoice.report Extends Model 1 field 0 methods AccountInvoiceReport · inherits account.invoice.report

account.journal Extends Model 2 fields 1 method AccountJournal · inherits account.journal

account.move Extends Model 6 fields 0 methods AccountMove · inherits account.move

account.move.line Extends Model 2 fields 0 methods AccountMoveLine · inherits account.move.line

account.move.reversal Extends TransientModel 5 fields 0 methods AccountMoveReversal · inherits account.move.reversal

l10n_latam.document.type New model Model 8 fields 0 methods L10n_LatamDocumentType · Latam Document Type

res.company Extends Model 0 fields 0 methods ResCompany · inherits res.company