It Sound great, Just an Issue to discuss, IMHO the copy data for some fields, is one of the biggest one, but I think it has solution too, what about this specific issue? Thanks everybody. Regards. 2013/4/22 Luc Maurer @ Camptocamp > Dear All, > > I just had now a very interesting phone call with Fabien and I can > confirm that all important issues that really matter for the community > will be fullfilled by OpenERP. > > Until now, there were actually 3 main concerns : > > 1. The change of the semantic (Partner/Commercial Entity vs > Partner/Contact) > 2. The "group by" was not consistent between objects => need to have 2 > fields : company and contact > 3. The need to have a hierachical search and filter based on the company > AND a contact (for instance: I am on Camptocamp SA and I need to have the > list of SO sent to Camptocamp SA, to Camptocamp Luc, and to Camptocamp Joel) > > Concerning the above issues, Fabien confirms that they will be treated > by the end of the week, as follows : > > Issue 1. The semantic will remain as Partner / Commercial Entity => Ok, > I know it's a shame, but we should accept it since with v7.0, we > actually have to change all modules anyway => I hope such a big change > will not occur again in the future, especially following a release date. > > Issue 2. OpenERP will add 2 levels of "group by" : one for Partner (being, > the Contact) and one for Commercial Entity (being the Company) for > documents which really require them : > * it will be a field related field / read-only / store = true > * it will be done on modules that users can install -or not- > * the following objects will have a double "group by" (partner + > commercial entity) : SO, PO, Invoice In, Invoice Out, Analytic account, > Project, Opportunity, Shipping > * if necessary, the community can create more modules to add the > double "group by" feature on other documents > > Issue 3. Hierachical search and filter is already available => if not > available somewhere in the tool, it will be corrected by OpenERP > > Excepted the change of semantic, OpenERP has therefore accepted the > resolution of the above issues and has taken into account the needs of > the OpenERP community. > > I think we now have a win-win situation which encourages us all to > resume our work on a stable basis. > > I would like to thank all the actors involved in this long and > interesting discussion which led to a positive issue for all. > > Best regards, > > Luc Maurer > > -- > You received this bug notification because you are subscribed to OpenERP > Project Group. > https://bugs.launchpad.net/bugs/1160365 > > Title: > [7.0] incorrect handling of contact/companies for invoicing and > related purposes > > Status in OpenERP Addons (modules): > Fix Released > Status in OpenERP Server: > Fix Released > > Bug description: > == Problem Description == > > This issue is an attempt to formalize the various problems detected > with the res.partner refactoring that took place in OpenERP 7.0. Some > of the issues have already been discussed on bug 1151947, bug 1155679 > and on help.openerp.com. > > The main problems identified so far: > > 1) When a simple contact (type=contact) is selected as the reference > party for creating a business document (such as the customer on a > Sales Order), a proper invoicing partner (if any) should be selected > among the descendants of the "commercial party" to which the contact > belongs, instead of the contact itself. > > 2) Even when a simple contact is used as the invoicing partner for a > business operation (e.g. manually selected by the user as the invoice > address on a SO), all invoicing/accounting-related master data must be > taken from the relevant "commercial party" for that contact. This will > usually be the parent company. > > 3) When editing contacts/addresses, it is currently possible to view > and edit accounting/invoicing related data, while it should be clear > that this data is coming from the "related commercial party", usually > the parent company. > > 4) When searching though business documents for a company name, the > entries that were issued for one of the company's contacts/addresses > should be found as well. > > 5) It has been reported that in some countries it is not permitted to > issue invoicing documents for a contact, so the name of a relevant > invoicing must be used instead (Financial Department or parent > Company). > > 6) In "Analysis" reporting views, result that are grouped by partner > cannot be easily aggregated at company level. > > == Proposed Solution== > > The rationale for the proposed solution is based on the following points: > - We think the 7.0 partner model is appropriate and should not be > considered the cause for these functional/usability problems > - We think the solution should be mostly handled by the res.partner > model itself, so that it fixes most modules automatically. > - We think that in many cases, using a contact/address is the right > level of granularity, and any reporting based on that is fundamentally > correct. Invoicing/Accounting is specific for the reasons mentioned above, > and automatically selecting the proper entity to use should make reporting > provide the expected result. > > More details on the rationale: http://bit.ly/118HrZ0 > > Based on this, we propose the following solution. Parts A & B are > meant to solve the issue of using the right invoicing/accounting data > at all times (issues 2 & 3 mainly), while parts C, D & E are meant to > improve the selection of invoicing entities and the related reporting > (issues 1, 4, 5 & 6): > > A) Let the "commercial party" for a partner be the person or company > that is used as reference for all invoicing/accounting matters. The > "commercial party" is computed as: the first parent that is marked as > a company (is_company is checked) or is the root of the hierarchy if > there is no company. It can be the partner itself if it's a company or > if it has no parent. > > B) The relevant invoicing/accounting data will only be editable on an > "commercial party", and all contacts/addresses that are descendants of an > "commercial party" will inherit those settings. This will be done as > follows: > - when a partner is not an commercial party, the form view will be > modified: the Accounting tab and the Invoicing section of the > Sales&Purchases tab will be replaced by a note that says something like > "Invoicing settings are controlled on ". > - when writing() on a partner that is an commercial party, all the > values of invoicing/accounting-related fields will be automatically copied > to all descendants that are not commercial party themselves (e.g. > pricelist, G/L accounts, payment terms, etc.). The list of fields to copy > will be returned by a method on res.partner that can be overridden in other > modules. > - when changing the parent of a partner causes a change of "commercial > party", the same fields will be copied > > C) When a contact/address is selected as the reference for a business > document (SO/PO), the system should automatically select appropriate > invoicing and delivery parties from the relevant "commercial party". This > is the responsibility of the res.partner.address_get() method (legacy name > for backwards-compatibility), and it must be adapted for the new model. > The new algorithm should search in the whole hierarchy of the partner, > stopping at the parent "commercial party", as defined in A. This will be > used automatically by the on_change triggers on SO/PO/etc, and should > ensure that the proper invoicing and delivery partners are always selected. > > D) The res.partner.address_get() method considers the partner type > "default" as a wildcard, so any partner with type "default" is seen as a > match for any requested type. This is correct but unfortunately "default" > is the default value, which would stop the lookup described in C at the > first step. The "default type" for a partner will be changed to "contact", > so that unless otherwise specified a simple contact cannot be used as > "invoicing partner" or "delivery partner", unless it is itself a > "commercial party". > Note: even if a simple contact has type "default" or "invoicing", the > accounting/invoicing settings would still come from the relevant > "commercial party". It will simply be seen as a possible choice for the > "invoice partner" (e.g. the partner_invoice_id field on a SO) > > E) The search view of the main business documents will use the > "child_of" operator when matching contacts/partners. For example all > Sales Orders issued to any contact from Agrolait will be found when > searching for "Partner: Agrolait". > > F) (Already implemented in 7.0) When booking journal entries for any > partner, the system always links them to the "commercial party" > related to the partner (the first parent company or root partner). > This makes sure that reporting and reconciling Journal entries will > always work properly. > > G) The order of Partner records will be modified so that a Company > always comes right before its contacts, in a way that matches the display > labels. The display label of contacts will be changed to "Company, Contact" > in order to make very clear that selecting it includes selecting the > Company (contact always acts on behalf of Company). > This will ensure that all search results, including auto-completion of > partner names and "group by" views will always be consistent and have all > the company documents next to each other. > > H) As a special case to the above, an extra module > "account_report_company" will be added in the official 7.0 addons in > order to add an explicit "Company" granularity in the Invoice list and > Invoice Analysis (by adding a denormalized hidden field used for > reporting only). We may add such a module for others objects where a > group_by feature is required on commercial_id. > > == How does the solution solve the issues == > > Let's address the issues one by one: > > 1) When selecting a contact as the Customer for a Sales Order, a > proper "invoice address" and "delivery address" will now be > automatically selected, thanks to C & D. > > 2) Any code in business modules that deals with invoicing/accounting > related data should automatically use the data of the "commercial > party", thanks to B, because the data should always be in sync. > > 3) Directly addressed by B. > > 4) Directly addressed by E. > > 5) Thanks to C & D, an appropriate "invoicing partner" should always > be automatically set on SO/PO, in B2C and in B2B cases. So if you want > "Agrolait" to be displayed on all invoices that corresponds to SOs > issued for "Sylvie Lelitre (Agrolait)", just make sure that "Sylvie > Lelite" does not have "invoice" or "default" type, but has type > "contact" instead (which will be the default). > > 6) Due to C, D & H, an appropriate invoicing partner should always be > selected on all invoices, regardless of who what the contact to which > the SO/PO was issued, and the Company level of granularity will be > available in Invoice reporting. > > There will be other cases where the contact granularity appears (e.g > when grouping Sales Orders on Customer), but this expected and > correct. In general the same contact will appear for most documents > related to the same commercial party. > > For all other case, such as domains, contexts, etc., contacts should > be a valid level of granularity, keeping in mind the major use cases: > B2B with 2 levels of hierarchy: company and contacts, and B2C with 1 > level (normal case) or 2 levels of hierarchy (ecommerce/webshops with > multiple addresses for each customer) > > And when a "Company" level of granularity is desired, part G of the > solution ensures that the results are already grouped by Company (all > related rows next to each other), making sure the data is easy to find > and aggregate. > > == Further refinements == > > In trunk some extra things could be planned to further improve some > aspects, such as: > - the "commercial party" field could become a stored function field on > res.partner, so that it becomes very easy to add related fields on any > document - making reporting per company even easier. > - other suggestions welcome > > To manage notifications about this bug go to: > https://bugs.launchpad.net/openobject-addons/+bug/1160365/+subscriptions > -- -------------------- Saludos Cordiales Nhomar G. Hernandez M. +58-414-4110269 Skype: nhomar00 Web-Blog: http://geronimo.com.ve Servicios IT: http://vauxoo.com Linux-Counter: 467724 Correos: