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[FW][FIX] account: use proforma preview for non-printed invoices #162797

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fw-bot
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@fw-bot fw-bot commented Apr 22, 2024

Issue

If an invoice is created, but not yet "Send & Print", the portal preview shows a normal invoice, but when "Download"ed from the portal preview, a proforma invoice is downloaded. The download behavior is intended since the client shouldn't be able to get a "final" invoice themselves, before the accountant generates one with "Send & Print". However, the HTML preview should also show a proforma invoice to be consistent with this, so the user downloads what they see.

Steps

  • Create a new invoice: Accounting -> Customers -> Invoices -> New -> ...
  • Go to portal by clicking on "Preview".
  • You'll see a normal invoice. Now click "Download".
  • A proforma invoice is downloaded.

Cause

The HTML-rendered invoice in the portal preview isn't configured to be proforma.

opw-3848049

Forward-Port-Of: #161726

Issue
-----

If an invoice is created, but not yet "Send & Print", the portal preview shows a normal invoice,
but when "Download"ed from the portal preview, a proforma invoice is downloaded. The download
behavior is intended since the client shouldn't be able to get a "final" invoice themselves,
before the accountant generates one with "Send & Print". However, the HTML preview should also
show a proforma invoice to be consistent with this, so the user downloads what they see.

Steps
-----

 - Create a new invoice: Accounting -> Customers -> Invoices -> New -> ...
 - Go to portal by clicking on "Preview".
 - You'll see a normal invoice. Now click "Download".
 - A proforma invoice is downloaded.

Cause
-----

The HTML-rendered invoice in the portal preview isn't configured to be proforma.

opw-3848049

X-original-commit: 588bf6b
@robodoo robodoo added the forwardport This PR was created by @fw-bot label Apr 22, 2024
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robodoo commented Apr 22, 2024

Pull request status dashboard.

@fw-bot
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fw-bot commented Apr 22, 2024

This PR targets saas-17.1 and is part of the forward-port chain. Further PRs will be created up to master.

More info at https://github.com/odoo/odoo/wiki/Mergebot#forward-port

@C3POdoo C3POdoo added the OE the report is linked to a support ticket (opw-...) label Apr 22, 2024
robodoo pushed a commit that referenced this pull request Apr 23, 2024
Issue
-----

If an invoice is created, but not yet "Send & Print", the portal preview shows a normal invoice,
but when "Download"ed from the portal preview, a proforma invoice is downloaded. The download
behavior is intended since the client shouldn't be able to get a "final" invoice themselves,
before the accountant generates one with "Send & Print". However, the HTML preview should also
show a proforma invoice to be consistent with this, so the user downloads what they see.

Steps
-----

 - Create a new invoice: Accounting -> Customers -> Invoices -> New -> ...
 - Go to portal by clicking on "Preview".
 - You'll see a normal invoice. Now click "Download".
 - A proforma invoice is downloaded.

Cause
-----

The HTML-rendered invoice in the portal preview isn't configured to be proforma.

opw-3848049

closes #162797

X-original-commit: 588bf6b
Signed-off-by: Claire Bretton (clbr) <clbr@odoo.com>
Signed-off-by: Moataz Hussein (mohu) <mohu@odoo.com>
@robodoo robodoo closed this Apr 23, 2024
@fw-bot fw-bot deleted the saas-17.1-17.0-opw-3848049-iconsistent_portal_preview-mohu-TdA0-fw branch May 7, 2024 13:46
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4 participants