shutro-erp 0.3.4 → 0.3.5

package/dist/accounting/.kosh/schema.d.ts

@@ -1,4 +1,4 @@
-// GENERATED by `pnpm generate:models` (Shutro’s generator). Do not edit. definitions-hash: c9101ef07bbb3e64
+// GENERATED by `pnpm generate:models` (Shutro’s generator). Do not edit. definitions-hash: ed4aa028c6a6d3e3
 // Schema view of module `accounting` (RFC 0002 §7.7): the models it owns or depends on, with the extensions it can see.
 import type { F } from '../../server/orm.js';
 
@@ -30,6 +30,7 @@ export interface SchemaView {
   readonly 'auth.user_group': AuthUserGroup;
   readonly 'kosh.image': KoshImage;
   readonly 'kosh.saved_view': KoshSavedView;
+  readonly 'kosh.setting': KoshSetting;
   readonly 'mail.activity': MailActivity;
   readonly 'mail.activity.type': MailActivityType;
   readonly 'mail.channel': MailChannel;
@@ -53,6 +54,7 @@ export interface SchemaView {
   readonly 'res.currency': ResCurrency;
   readonly 'res.currency.rate': ResCurrencyRate;
   readonly 'res.partner': ResPartner;
+  readonly 'res.partner.tag': ResPartnerTag;
   readonly 'res.users': ResUsers;
   readonly 'storage.attachment': StorageAttachment;
   readonly 'uom.uom': UomUom;
@@ -776,6 +778,26 @@ export interface KoshSavedView {
 export interface KoshSavedViewMethods extends F.Methods<typeof import('../../server/index.js').baseShutro, 'kosh.saved_view'> {
 }
 
+/** `kosh.setting` (owner: base). */
+export interface KoshSetting {
+  readonly name: 'kosh.setting';
+  readonly fields: {
+    readonly id: F.Id<'kosh.setting'>;
+    readonly createdAt: F.Datetime<{ readonly required: true; readonly readonly: true }>;
+    readonly updatedAt: F.Datetime<{ readonly required: true; readonly readonly: true }>;
+    readonly createdBy: F.Many2one<'res.users', { readonly readonly: true }>;
+    readonly updatedBy: F.Many2one<'res.users', { readonly readonly: true }>;
+    readonly displayName: F.Char<{ readonly required: true; readonly readonly: true; readonly compute: true }>;
+    readonly key: F.Char<{ readonly required: true }>;
+    readonly value: F.Json;
+  };
+  readonly methods: KoshSettingMethods;
+}
+
+/** Methods of `kosh.setting`: declared ones and transitions. */
+export interface KoshSettingMethods extends F.Methods<typeof import('../../server/index.js').baseShutro, 'kosh.setting'> {
+}
+
 /** `mail.activity` (owner: messaging). */
 export interface MailActivity {
   readonly name: 'mail.activity';
@@ -1090,6 +1112,7 @@ export interface ProductProduct {
     readonly category: F.Many2one<'product.category'>;
     readonly uom: F.Many2one<'uom.uom'>;
     readonly barcode: F.Char;
+    readonly image: F.Many2one<'storage.attachment'>;
     readonly listPrice: F.Decimal<{ readonly required: true; readonly default: true }>;
     readonly standardPrice: F.Decimal<{ readonly required: true; readonly default: true }>;
     readonly saleOk: F.Bool<{ readonly required: true; readonly default: true }>;
@@ -1120,6 +1143,7 @@ export interface ReportDashboard {
     readonly name: F.Char<{ readonly required: true }>;
     readonly items: F.Json<unknown, { readonly required: true; readonly default: true }>;
     readonly shared: F.Bool<{ readonly required: true; readonly default: true }>;
+    readonly key: F.Char;
   };
   readonly methods: ReportDashboardMethods;
 }
@@ -1260,7 +1284,7 @@ export interface ResBankAccount {
 export interface ResBankAccountMethods extends F.Methods<typeof import('../module.js').accountingShutro, 'res.bank.account'> {
 }
 
-/** `res.company` (owner: base; extended by: accounting). */
+/** `res.company` (owner: base; extended by: contacts, accounting). */
 export interface ResCompany {
   readonly name: 'res.company';
   readonly fields: {
@@ -1280,6 +1304,8 @@ export interface ResCompany {
     readonly email: F.Char;
     readonly phone: F.Char;
     readonly website: F.Char;
+    readonly contactTaxIdRequired: F.Bool<{ readonly required: true; readonly default: true }>; // contacts
+    readonly contactUniqueEmail: F.Bool<{ readonly required: true; readonly default: true }>; // contacts
     readonly fiscalYearStart: F.Integer<{ readonly required: true; readonly default: true }>; // accounting
     readonly chartTemplate: F.Char; // accounting
     readonly country: F.Char; // accounting
@@ -1296,7 +1322,7 @@ export interface ResCompany {
 }
 
 /** Methods of `res.company`: declared ones and transitions. */
-export interface ResCompanyMethods extends F.Methods<typeof import('../../server/index.js').baseShutro, 'res.company'>, F.Methods<typeof import('../module.js').accountingShutro, 'res.company'> {
+export interface ResCompanyMethods extends F.Methods<typeof import('../../server/index.js').baseShutro, 'res.company'>, F.Methods<typeof import('../../contacts/index.js').contactsShutro, 'res.company'>, F.Methods<typeof import('../module.js').accountingShutro, 'res.company'> {
 }
 
 /** `res.currency` (owner: base). */
@@ -1355,6 +1381,10 @@ export interface ResPartner {
     readonly active: F.Bool<{ readonly required: true; readonly default: true }>;
     readonly company: F.Many2one<'res.company', { readonly default: true }>;
     readonly name: F.Char<{ readonly required: true }>;
+    readonly image: F.Many2one<'storage.attachment'>;
+    readonly tags: F.Many2many<'res.partner.tag', { readonly required: true }>;
+    readonly latitude: F.Decimal;
+    readonly longitude: F.Decimal;
     readonly isCompany: F.Bool<{ readonly required: true; readonly default: true }>;
     readonly parent: F.Many2one<'res.partner'>;
     readonly contacts: F.One2many<'res.partner', { readonly required: true }>;
@@ -1381,6 +1411,25 @@ export interface ResPartner {
 export interface ResPartnerMethods extends F.Methods<typeof import('../../contacts/index.js').contactsShutro, 'res.partner'>, F.Methods<typeof import('../module.js').accountingShutro, 'res.partner'> {
 }
 
+/** `res.partner.tag` (owner: contacts). */
+export interface ResPartnerTag {
+  readonly name: 'res.partner.tag';
+  readonly fields: {
+    readonly id: F.Id<'res.partner.tag'>;
+    readonly createdAt: F.Datetime<{ readonly required: true; readonly readonly: true }>;
+    readonly updatedAt: F.Datetime<{ readonly required: true; readonly readonly: true }>;
+    readonly createdBy: F.Many2one<'res.users', { readonly readonly: true }>;
+    readonly updatedBy: F.Many2one<'res.users', { readonly readonly: true }>;
+    readonly displayName: F.Char<{ readonly required: true; readonly readonly: true; readonly compute: true }>;
+    readonly name: F.Char<{ readonly required: true }>;
+  };
+  readonly methods: ResPartnerTagMethods;
+}
+
+/** Methods of `res.partner.tag`: declared ones and transitions. */
+export interface ResPartnerTagMethods extends F.Methods<typeof import('../../contacts/index.js').contactsShutro, 'res.partner.tag'> {
+}
+
 /** `res.users` (owner: base). */
 export interface ResUsers {
   readonly name: 'res.users';
@@ -1426,6 +1475,8 @@ export interface StorageAttachment {
     readonly key: F.Char<{ readonly required: true }>;
     readonly resModel: F.Char<{ readonly required: true }>;
     readonly resId: F.Integer<{ readonly required: true }>;
+    readonly variantOf: F.Many2one<'storage.attachment'>;
+    readonly width: F.Integer;
   };
   readonly methods: StorageAttachmentMethods;
 }

package/dist/accounting/index.js

@@ -18,7 +18,7 @@ import { permissions } from '../permissions/index.js';
 import { product } from '../product/index.js';
 import { reporting } from '../reporting/index.js';
 import { HttpProblem } from '../server/index.js';
-import { action, field, form, list, pivot, search } from '../views/index.js';
+import { action, field, form, list, pivot, search, stat } from '../views/index.js';
 import { ChartInstalledError, chartsOf, installChart, installedChart, installImmutability, installLocalization, localizationsOf, } from './chart.js';
 import { agingReport, closeFiscalYear, readSettings, reopenFiscalYear, updateSettings, } from './closing.js';
 import { accountingDemo } from './demo.js';
@@ -128,6 +128,148 @@ export const accounting = defineModule({
             implies: ['user'],
         },
     },
+    // Settings › App settings › Accounting (RFC 0020): per company, changed by accounting managers.
+    settings: {
+        sections: [
+            {
+                key: 'periods',
+                label: 'Fiscal year and lock dates',
+                description: 'When the fiscal year starts, and the dates before which nothing may change.',
+                keywords: 'fiscal year lock date period closing tax return',
+                scope: 'company',
+                editors: ['account.manager'],
+                fields: [
+                    {
+                        key: 'fiscalYearStart',
+                        min: 1,
+                        max: 12,
+                        help: 'The month it starts: 7 for July–June.',
+                    },
+                    { key: 'lockDate', help: 'Nothing is posted, reversed or reconciled on or before it.' },
+                    {
+                        key: 'taxLockDate',
+                        help: 'Tax returns are filed up to it: tax lines cannot change on or before it.',
+                    },
+                ],
+            },
+        ],
+    },
+    // The Overview (RFC 0022 step 2): what is owed to us and by us, the month's invoicing, who owes most.
+    overview: {
+        cards: [
+            {
+                id: 'receivable',
+                title: 'Receivable',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'sum:amountResidual',
+                filter: {
+                    kind: { in: ['out_invoice', 'out_debit'] },
+                    state: 'posted',
+                    paymentState: { in: ['not_paid', 'partial'] },
+                },
+                w: 3,
+            },
+            {
+                id: 'payable',
+                title: 'Payable',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'sum:amountResidual',
+                filter: {
+                    kind: { in: ['in_invoice', 'in_debit'] },
+                    state: 'posted',
+                    paymentState: { in: ['not_paid', 'partial'] },
+                },
+                w: 3,
+            },
+            {
+                id: 'invoiced_month',
+                title: 'Invoiced this month',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'sum:amountTotal',
+                filter: { kind: 'out_invoice', state: 'posted' },
+                comparison: { field: 'date', mode: 'previous' },
+                w: 3,
+            },
+            {
+                id: 'billed_month',
+                title: 'Bills this month',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'sum:amountTotal',
+                filter: { kind: 'in_invoice', state: 'posted' },
+                comparison: { field: 'date', mode: 'previous' },
+                w: 3,
+            },
+            {
+                id: 'revenue_by_month',
+                title: 'Invoiced by month',
+                kind: 'chart',
+                model: 'account.move',
+                measure: 'sum:amountTotal',
+                groupBy: 'date:month',
+                filter: { kind: 'out_invoice', state: 'posted' },
+                chart: 'bar',
+                w: 6,
+            },
+            {
+                id: 'top_debtors',
+                title: 'Who owes most',
+                kind: 'pivot',
+                model: 'account.move',
+                measure: 'sum:amountResidual',
+                groupBy: 'partner',
+                filter: {
+                    kind: { in: ['out_invoice', 'out_debit'] },
+                    state: 'posted',
+                    paymentState: { in: ['not_paid', 'partial'] },
+                },
+                w: 6,
+            },
+            {
+                id: 'payments_month',
+                title: 'Payments this month',
+                kind: 'kpi',
+                model: 'account.payment',
+                measure: 'sum:amount',
+                comparison: { field: 'date', mode: 'previous' },
+                w: 3,
+            },
+            {
+                id: 'drafts',
+                title: 'Draft invoices and bills',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'count',
+                filter: { kind: { ne: 'entry' }, state: 'draft' },
+                w: 3,
+            },
+            {
+                id: 'to_approve',
+                title: 'Waiting approval',
+                kind: 'kpi',
+                model: 'account.move',
+                measure: 'count',
+                filter: { state: 'to_approve' },
+                w: 3,
+            },
+            {
+                id: 'biggest_open',
+                title: 'Biggest open invoices',
+                kind: 'list',
+                model: 'account.move',
+                measure: 'sum:amountResidual',
+                filter: {
+                    kind: { in: ['out_invoice', 'out_debit'] },
+                    state: 'posted',
+                    paymentState: { in: ['not_paid', 'partial'] },
+                },
+                w: 3,
+            },
+        ],
+    },
     actions: {
         'accounting.action_customer_invoices': action(AccountMove, {
             label: 'Customer invoices',
@@ -425,6 +567,53 @@ export const accounting = defineModule({
     ],
     // Which withholdings apply to a contact (VDS, TDS), next to their roles (RFC 0016).
     viewExtensions: [
+        // The contact's invoices, what they still owe, and their bills (RFC 0022 §3.1).
+        {
+            view: 'res.partner.form',
+            operations: [
+                {
+                    append: 'related',
+                    nodes: [
+                        stat({
+                            id: 'customer_invoices',
+                            label: 'Invoices',
+                            model: AccountMove,
+                            where: {
+                                partner: { $record: 'id' },
+                                kind: { in: ['out_invoice', 'out_refund', 'out_debit'] },
+                                state: 'posted',
+                            },
+                            action: 'accounting.action_customer_invoices',
+                        }),
+                        stat({
+                            id: 'customer_due',
+                            label: 'Due from them',
+                            model: AccountMove,
+                            where: {
+                                partner: { $record: 'id' },
+                                kind: { in: ['out_invoice', 'out_debit'] },
+                                state: 'posted',
+                                paymentState: { ne: 'paid' },
+                            },
+                            measure: { sum: 'amountResidual' },
+                            action: 'accounting.action_customer_invoices',
+                            tone: 'warning',
+                        }),
+                        stat({
+                            id: 'vendor_bills',
+                            label: 'Bills',
+                            model: AccountMove,
+                            where: {
+                                partner: { $record: 'id' },
+                                kind: { in: ['in_invoice', 'in_refund', 'in_debit'] },
+                                state: 'posted',
+                            },
+                            action: 'accounting.action_vendor_bills',
+                        }),
+                    ],
+                },
+            ],
+        },
         // A tax's accounts, reverse charge's payable account, and its components (CGST / SGST / IGST).
         {
             view: 'account.tax.form',
@@ -575,7 +764,7 @@ export const accounting = defineModule({
                 'name',
                 'partner',
                 'date',
-                'dateDue',
+                { field: 'dateDue', widget: 'daysLeft' },
                 'invoiceOrigin',
                 { field: 'amountTotal', sum: true },
                 { field: 'amountResidual', sum: true },
@@ -583,6 +772,11 @@ export const accounting = defineModule({
                 { field: 'paymentState', widget: 'badge' },
             ],
             defaultOrder: ['date desc', 'name desc'],
+            decorations: {
+                success: { paymentState: 'paid' },
+                warning: { paymentState: 'partial' },
+                neutral: { state: 'cancel' },
+            },
         }),
         'account.move.invoice.form': form(AccountMove, (k) => ({
             header: {
@@ -596,6 +790,24 @@ export const accounting = defineModule({
                 ],
             },
             sheet: [
+                k.stats('related', [
+                    {
+                        id: 'invoice_payments',
+                        label: 'Payments',
+                        model: AccountPayment,
+                        where: { documents: { any: { id: { $record: 'id' } } }, state: 'posted' },
+                        action: 'accounting.action_payments',
+                    },
+                    {
+                        id: 'invoice_paid',
+                        label: 'Paid',
+                        model: AccountPayment,
+                        where: { documents: { any: { id: { $record: 'id' } } }, state: 'posted' },
+                        measure: { sum: 'amount' },
+                        action: 'accounting.action_payments',
+                        tone: 'success',
+                    },
+                ]),
                 k.group('party', ['partner', 'kind', 'invoiceOrigin', 'ref', 'debitOf', 'placeOfSupply']),
                 k.group('dates', ['date', 'dateDue', 'paymentTerm', 'journal']),
                 k.lines('lines', [