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Created by Yoany Mora Vauxoo@yoanymoraReporter
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[MIG] account_xunnel: from v14 to v15 t#49876

IMPORTANT: This depends on MR!207 from xunnel-app project.

RELATED

OVERVIEW

Migrate account_xunnel and invoice_xunnel from v.13 to v.14, technical and functional details are listed below.

LISTED FEATURES

Technical Details

  • Some python files were renamed to be on line with the models that contains.

  • The module account_online_sync was depreciated and replaced with account_online_synchronization, therefore it's dependence was replaced on the manifest of account_xunnel.

  • Model account.online.provider does not longer contains the accounts synchronized from xunnel, this model was replaced with account.online.link.

  • Model account.online.journal was replaced with account.online.account. Its field account_online_provider_id changed its name to account_online_link_id

  • Field note in account.bank.statement.line model change its name to narration.

  • Field online_identifier in account.bank.statement.line model change its name to online_transaction_identifier.

  • Field bank_statement_creation in account.journal model change its name to bank_statement_creation_groupby.

  • Security groups were erased from invoice_xunnel module.

  • New wizard.add.token allows users to change its company xunnel_token from Accounting > Configuration > Xunnel > Add Token

  • New wizard.download.bank.accounts allows users to download the bank accounts related to its company xunnel_token from Accounting > Configuration > Accounting > Online Synchronization

  • New file located at account_xunnel/static/src/js/add_account_manager.js contains the code to handle the paybook widget that allows a user to add a new bank account as in xunnel.com

Functional Details

  • Add new functionality related to Synchronize Accounts: now the users could do this, besides from the Settings, from the SYNCHRONIZE XUNNEL ACCOUNTS button located in Accounting > Configuration > Accounting > Online Synchronization.

  • After a user synchronize its accounts from xunnel with the button SYNCHRONIZE XUNNEL ACCOUNTS those could be checked in Accounting > Configuration > Accounting > Online Synchronization.

  • New separator Xunnel located in Accounting > Configuration contains functionalities Add Account and Add Token.

  • New Add Token menuitem allows the users to change the xunnel token of its company.

  • New Add Account menuitem allows the user to use the paybook widget to add accounts as it is now at xunnel.com, the process to add a new account it's the same. To use this widget the user must have a xunnel token related to its company.

  • The functionality related to create invoices from the XMLs downloaded with invoice xunnel was removed, the clients must acquire vendor bills.

  • Testing mode is not longer available.

DEMO VIDEOS

Account Xunnel
  • Account Xunnel | Add Token From Accounting

Account Xunnel | Add Token From Accounting

  • Account Xunnel | Add Token From Settings

Account Xunnel | Add Token From Settings

  • Account Xunnel | Sync Accounts From Accounting

Account Xunnel | Sync Accounts From Accounting

  • Account Xunnel | Sync Accounts From Settings

Account Xunnel | Sync Accounts From Settings

  • Account Xunnel | Link Accounts To Journals

Account Xunnel | Link Accounts To Journals

  • Account Xunnel | Sync Journal Movements

Account Xunnel | Sync Journal Movements

Invoice Xunnel
  • Invoice Xunnel | Download Invoices

Invoice Xunnel | Download Invoices

  • Invoice Xunnel | Check Downloaded Invoices

Invoice Xunnel | Check Downloaded Invoices

TESTING

To test those changes feel free to use the runbot instance created (or create a one new) here

Edited by Yoany Mora Vauxoo