Page Comparison

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field

type

comment

HistoryBusinessModel fields

code

str

reference (editable)

line_type

policy, contribution --> Drop down

line_id

invoiceId

UUID

reference to invoice (hidden)

description

str

(editable)

details

json

depend of the type, TBD (editable as text) if not json wrap it in {'text':DATA} ← quote must be escaped

ledger_account

str

from specific payment module (editable)

quantity

float

(editable)

unit_price

type

(editable)

discount

float

to document difference between the std price and the price to be paid, useful for relative pricing (editable)

tax_rate

Calculation uuid

Calculation to calculate the tax (picker, rule type: tax, subtype *)

tax_analysis

json

Code Block

language	json

calculated be with rules, show only after saving, not displayed during line update,  hid old value
tax details {
  "lines": [
    {"code":"", "label":"", "rate":"", "base":"", "amount":""}]
    …
  ],
  "total":""
}

amount_total

float

net +tax (calculated be, updated fe after saving line) :calculated from service, based on invoiceitem

amount_net

qty * unitprice - discount (calculated be/, updated fe after saving line)

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invoicePaymentRefRecieved (payment_reference)
invoiceEventPaymentRejected (msg) msg to event
invoicePaymentRecieved(msg, InvoicePayments) → can update the status to payed (also include rejected payment), only last amendment can be payed
invoicePaymentRefunded(InvoicePayments)→ can update the status to suspended (warning the busienss service to be update via signal)
invoicePaymentCanceled(InvoicePayments)
invoiceCreate (called on save)
invoiceUpdate (called on save)
invoiceDelete
invoiceTaxCalculation() calculate tax details by merging the result of invoiceItemTaxCalculation
invoiceItemCreate
invoiceItemUpdate
invoiceItemDelete
invoiceItemTaxCalculation calculate tax details base on the tax_rate rule
nice-to-have invoiceAmend → create new empty invoice and put current idea in “related_invoice“ and set status to amended
invoiceValidateItems → check that we have a business item attached to the invoice are in the right status/ right price: just send a signal, handle by calculation rule, add event if issues
invoiceMatchItems → check that we have a business item attached to the invoice (check if the subject_type / id is not empty and point to a valid database object, check line_id/type if no subject_id)
(not attached to the object)invoiceCreationFromCalculation (will send a signal)

invoice Payment specific modules (Calculation rules)

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No add new button , All invoice MUST be generated using specific payment module

3 dots menu to generate invoice: show date from/date To

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other module like “contract.createInvoice“ or BatchRun …

card page

general information

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Versions Compared

Old Version 16

New Version 17

Key

invoice Payment specific modules (Calculation rules)

card page

general information