[IMP] accounting_firm: add fields and custos for ID, AML and CSAM #1206
Conversation
|
|
frva-odoo
force-pushed
the
19.0-accounting-firm-id-aml-frva
branch
3 times, most recently
from
67b2b6e to
0d5f42e
Compare
frva-odoo
force-pushed
the
19.0-accounting-firm-id-aml-frva
branch
from
242ac8e to
49ba33b
Compare
vava-odoo
left a comment
vava-odoo
left a comment
There was a problem hiding this comment.
Good!
You'll need to rebase (error with cloc will disappear) and solve the conflict.
There is still an issue with runbot with a date field.
| for partner in records: | ||
| partner.message_post( |
There was a problem hiding this comment.
Isn't there another type of server action for generic actions like sending an email?
There was a problem hiding this comment.
I looked through the code for quite some time and couldn't find any other way to log a note for a record. Are you sure there's a special server action for that ?
There was a problem hiding this comment.
Isn't this working? You'd need a mail.template.
frva-odoo
force-pushed
the
19.0-accounting-firm-id-aml-frva
branch
from
49ba33b to
7c404ab
Compare
Adds customizations and demo data to the accounting_firm app to implement additional aspects: - Identity document management features such as requesting documents button and scheduled action, and more fields to complete about ID - Anti-money Laundering (AML) tab in contact and additional model to evaluate risks - CSAM fields for additional information on contacts - More localized buttons on contact Task-5092478
frva-odoo
force-pushed
the
19.0-accounting-firm-id-aml-frva
branch
from
7c404ab to
763eaf8
Compare
frva-odoo
changed the title
Hello ! For the date fields, as they are birth date field with values such as 1993-06-15, I thought it was not a bad idea to let them be hardcoded. Tell me what you think about it and if I should change it. |
| </record> | ||
| <record id="base_industry_data.res_partner_22" model="res.partner" forcecreate="False"> | ||
| <field name="ubo_national_identifier">BE246813579</field> | ||
| <field name="ubo_birth_date">1983-12-18</field> |
There was a problem hiding this comment.
I agree with you, but I don't see any goo way to change the test. You could simply avoid it with something like
| <field name="ubo_birth_date">1983-12-18</field> | |
| <field name="ubo_birth_date" eval="datetime(1983, 12, 18).date()/> |
3 participants
Adds customizations and demo data to the accounting_firm app to implement additional aspects:
Task-5092478