In the codereview of the new account_payment module (issue 926002, see
[1]), yesterday I did several suggestions to improve the user experience
of managing payments in Tryton. As Cedric has fixed many of the little
issues I reported but has not answered any of these important
suggestions, maybe they have not enough visibility so now I expose them
in tryton-dev list.
A. Getting information about payments from move lines is difficult. You
can get the amount to pay for move lines not paid and not reconciled,
but it is not possible to obtain the detailed payments for any move
line. I suggest:
1) Add payment_amount field in tree view of account.move.line
2) Add payment_amount + payments fields in form view of account.move.line
If you don't like extending the original move line views, I suggest to
extend the new "Lines to pay" menu-action, with a form view where the
user can see the payments field (o2m). And add 2 new domains to see
"Paid lines" or "All lines". So the user could see:
* Lines to pay - Payable
* Lines to pay - Receivable
* Paid lines - Payable
* Paid lines - Receivable
B. Also, knowing the payments included in a payment group is impossible.
I suggest:
1) Add group field in tree view of account.payment to be able to filter
payment lines by group
2) Add payments field in form view of account.payment.group to see the
payments that contains. If you think a group could contain a lot of
payments, then better a shortcut to open the related payments in a new tab
C. Creating payment lines manually is very tedious. I suggest to add a
wizard to be used from "Lines to pay" menu (account.move.line) to select
several move lines to pay, and asking about a payment journal,
automatically creates payment lines with the journal, kind, party, line,
amount, date and company fields filled (all these information could be
extracted from the move lines). And maybe also the wizard could change
them to "Approve" state.
[1] http://codereview.tryton.org/926002/
--
Jordi Esteve
Consultor Zikzakmedia SL
[email protected]
Mòbil 679 170 693
Zikzakmedia SL
Dr. Fleming, 28, baixos
08720 Vilafranca del Penedès
Tel 93 890 2108
