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Credit Note/Invoice #1026

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Description

Related Issue

  1. [Feature Request] Credit invoice with different template #763
  2. Credit invoice date not correct
  3. Credit invoice template feature developed

Motivation and Context

This PR resolves the issue (Related Issue 2.).
Also creates an additional Invoice group item for the purpose of credit notes.
When creating a credit note, it will:

  • change all invoice entries to credit note entries including credit note terms in the invoice form and templates. (Related Issue 1.)
  • change the creation date to today's date. (Related Issue 2.)
  • check whether the 'Default Credit Note/Invoice Group' in Settings has already been filled in.

Screenshots (if appropriate):

Pull Request Checklist

  • My code follows the code formatting guidelines.
  • I have an issue ID for this pull request.
  • I selected the corresponding branch.
  • I have rebased my changes on top of the corresponding branch.

Issue Type (Please check one or more)

  • Bugfix
  • Improvement of an existing Feature
  • New Feature

Create credit note invoices:
- Credit note number
- Credit note/invoice setting = Default  CN group
- Change CN to todays date and due date = disabled
- insert Credit note default item into ip_invoice_groups db
- added Settings Credit terms
- verify if  Default credit note  is filled in create credit modal
- changed 'invoice terms' to 'credit terms' in Credit Invoice page
- added 'credit invoice' to pdf- and public template
- fixed a bug in modal create credit (client name did not show)
@Verony-makesIT Verony-makesIT self-assigned this Jan 30, 2024
@Verony-makesIT
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Here you can find some more relevant screenshots.

Credit Invoice page:
image

Settings - Invoice Group Form & Invoices Group and Terms
image

Modal (Credit) Invoice Group: not selected!
image

InvoicePlane PDF
image

InvoicePlane_Web:
image

@Verony-makesIT Verony-makesIT marked this pull request as ready for review January 30, 2024 18:40
@aksysict
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aksysict commented Jan 31, 2024

Using qr code and the invoice_sign is -1 it gives an error, there needs to be a check before loading qr code on invoice pdf

@Verony-makesIT
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@aksysict,
thanks for reporting this.
I will look into this ASAP.

@aksysict
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aksysict commented Feb 1, 2024

@aksysict, thanks for reporting this. I will look into this ASAP.

with the code you added for the qr code, you get a empty pdf only with logo en company and client details no details about the items and prices

@Verony-makesIT
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@aksysict,
I added a check only for the QR-Code (if invoice_sign != -1) to the pdf template.
Then I created a new invoice and subsequently created a credit invoice from it (without any problems!).
See this screenshot of the invoice and of the credit invoice pdf (including items and prices).
image

So this should no longer cause a problem.

@nielsdrost7 nielsdrost7 marked this pull request as draft February 2, 2024 03:13
@aksysict
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aksysict commented Feb 6, 2024

@aksysict, I added a check only for the QR-Code (if invoice_sign != -1) to the pdf template. Then I created a new invoice and subsequently created a credit invoice from it (without any problems!). See this screenshot of the invoice and of the credit invoice pdf (including items and prices). image

So this should no longer cause a problem.

you are right it was the file that was corrupted.

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2 participants