Author: |
ACSONE SA/NV,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
16.0-mig-l10n_be_partner_kbo_bce |
Repository: |
coopiteasy/l10n-belgium |
Dependencies: |
base |
Languages: |
HTML (407, 15.7%),
PO File (458, 17.7%),
Python (669, 25.8%),
XML (302, 11.6%),
YAML (642, 24.8%),
and
reStructuredText (115, 4.4%) |
Other branches: |
12.0,
12.0-add-l10n_be_cooperator,
12.0-add-l10n_be_cooperator_portal,
12.0-l10n_be_cooperator_national_number,
12.0-l10n_be_mis_reports_xml,
12.0-l10n_be_national_number,
12.0-refactor-vat-listing-report,
12.0-rem-l10n_be_cooperator,
12.0-requirements,
12.0-save-2021-07-22,
12.0-vat-reports-round-floats,
13.0-requirements,
14.0,
14.0-add-l10n_be_cooperator,
14.0-add-l10n_be_cooperator_portal,
14.0-fix-tax-shelter-cron,
14.0-mig-l10n_be_mis_reports_xml,
14.0-mig-l10n_be_vat_reports,
14.0-mig-script-l10n_be_mis_reports,
14.0-mis_reports-add_vat_report,
14.0-rem-l10n_be_cooperator,
14.0-update_repository_template_1.11.1,
and
16.0 |
Other repositories: |
NeatNerdPrime/l10n-belgium,
Niboo/l10n-belgium,
OCA/l10n-belgium,
acsone/l10n-belgium,
akretion/l10n-belgium,
and
luc-demeyer/l10n-belgium |
<h1 class="title">Companyweb</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/l10n-belgium/tree/16.0/companyweb_base"><img alt="OCA/l10n-belgium" src="https://img.shields.io/badge/github-OCA%2Fl10n--belgium-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/l10n-belgium-16-0/l10n-belgium-16-0-companyweb_base"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/119/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module provides Companyweb customers with access to financial health
information about Belgian companies right from the Odoo Customer view.
Information is obtained from the <a class="reference external" href="https:/www.companyweb.be">Companyweb</a>
database (www.companyweb.be).</p>
<ul class="simple">
<li>Enhance the Odoo partner with Companyweb data, available with one click:<ul>
<li>Company Status</li>
<li>Credit limit</li>
<li>Average number of staff in FTE</li>
<li>... and way more</li>
</ul>
</li>
<li>Update the partner address from Companyweb</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id3">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id4">Usage</a></li>
<li><a class="reference internal" href="#changelog" id="id5">Changelog</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id6">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id7">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id8">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id9">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id10">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id3">Installation</a></h2>
<p>This module can be installed in the usual way. It depends on the OCA
<code>web_notify</code> module.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id4">Usage</a></h2>
<p>This module comes with 2 security groups.</p>
<ul class="simple">
<li>View Companyweb Data : can see the Companyweb data tab in contacts</li>
<li>Download Companyweb Data : can actually enhance data</li>
</ul>
<p>Once your user has the correct permissions, open a partner that has a belgian
VAT number and click on the Companyweb button.</p>
<div class="figure align-center">
<img alt="Partner form with Companyweb button" src="https://raw.githubusercontent.com/OCA/l10n-belgium/14.0/companyweb_base/static/description/doc_on_new_partner.png" style="width: 90%;" />
</div>
<p>If you don't see the Companyweb button, refresh your browser page and check
that the current user is in the correct Companyweb group.</p>
<p>If your Companyweb credentials are not known in the system or have changed, you
will be shown a wizard to enter them.</p>
<div class="figure align-center">
<img alt="Companyweb credentials wizard" src="https://raw.githubusercontent.com/OCA/l10n-belgium/14.0/companyweb_base/static/description/doc_get_credentials.png" />
</div>
<p>If everything runs smoothly you'll see a confirmation popup in the upper right
corner of your screen.</p>
<div class="figure align-center">
<img alt="Companyweb confirmation popup" src="https://raw.githubusercontent.com/OCA/l10n-belgium/14.0/companyweb_base/static/description/doc_success_message.png" />
</div>
<p>You can now view the Companyweb information in the corresponding tab.</p>
<div class="figure align-center">
<img alt="Companyweb information tab" src="https://raw.githubusercontent.com/OCA/l10n-belgium/14.0/companyweb_base/static/description/doc_companyweb_data.png" style="width: 90%;" />
</div>
<p>You can also use the "Copy Address" button to update the partner address with
the one obtained from Companyweb.</p>
<a name="changelog"></a>
<h2 class="with-subtitle"><a class="toc-backref" href="#id5">Changelog</a></h2>
<h2 class="section-subtitle" id="id1"><span class="section-subtitle">15.0.1.0.2 (2022-02-08)</span></h2>
<p><strong>Bugfixes</strong></p>
<ul class="simple">
<li>The <code>Gross Margin</code> and <code>Fiscal Year Profit/Loss</code> field values were mixed up. This is now fixed. (<a class="reference external" href="https://github.com/OCA/l10n-belgium/issues/135">#135</a>)</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id6">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-belgium/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/l10n-belgium/issues/new?body=module:%20companyweb_base%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id7">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id8">Authors</a></h3>
<ul class="simple">
<li>ACSONE SA/NV</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id9">Contributors</a></h3>
<ul class="simple">
<li>Xavier Bouquiaux <<a class="reference external" href="mailto:xavier.bouquiaux@acsone.eu">xavier.bouquiaux@acsone.eu</a>></li>
<li>Stéphane Bidoul <<a class="reference external" href="mailto:stephane.bidoul@acsone.eu">stephane.bidoul@acsone.eu</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id10">Other credits</a></h3>
<p>This module has been originally developed by <a class="reference external" href="https://acsone.eu">ACSONE</a> for
Odoo version 8.</p>
<p>It was subsequently enhanced by Jacques-Etienne Baudoux (BCIM sprl). The data
model of that version has been preserved to facilitate porting.</p>
<p>In 2021, the module was redeveloped under the current form, to support the new
Companyweb SOAP api. This development has been funded by <a class="reference external" href="https://www.companyweb.be">Companyweb</a>.</p>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id11">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/xavier-bouquiaux"><img alt="xavier-bouquiaux" src="https://github.com/xavier-bouquiaux.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/l10n-belgium/tree/16.0/companyweb_base">OCA/l10n-belgium</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>