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@frva-odoo frva-odoo commented Oct 9, 2025

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

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robodoo commented Oct 9, 2025

Pull request status dashboard

@frva-odoo frva-odoo force-pushed the 19.0-accounting-firm-id-aml-frva branch 3 times, most recently from 67b2b6e to 0d5f42e Compare October 10, 2025 14:54
@frva-odoo frva-odoo force-pushed the 19.0-accounting-firm-id-aml-frva branch from 242ac8e to 49ba33b Compare October 28, 2025 11:35
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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.

@frva-odoo frva-odoo force-pushed the 19.0-accounting-firm-id-aml-frva branch 2 times, most recently from 7c404ab to 763eaf8 Compare November 4, 2025 14:58
@frva-odoo frva-odoo changed the title [IMP] accounting_firm: add features for AML, ID and CSAM [IMP] accounting_firm: add fields and custos for ID, AML and CSAM Nov 4, 2025
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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.

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.

@frva-odoo frva-odoo force-pushed the 19.0-accounting-firm-id-aml-frva branch from 763eaf8 to c087d35 Compare November 12, 2025 12:04
@vava-odoo vava-odoo marked this pull request as ready for review November 12, 2025 13:59
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 frva-odoo force-pushed the 19.0-accounting-firm-id-aml-frva branch from c087d35 to 338e469 Compare November 12, 2025 14:23
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3 participants