Extend odoo-connector ([url removed, login to view]) to synchronize records between Odoo v8 and external accounting system (Visma).
Records to synchronize:
-Partners (customers and suppliers. They each have their own identifier.)
(When transferring invoice/creditnotes to external systems, there must also be created/modified an "Accounting-bundle" on external system.)
We have an existing module (for OpenERP v7, attached) for synchronizing partners and generating a “KID”-number when validating invoices. This is a "ugly" module, and doesn't work as good as we hoped.
To save time on the new development, we figure the best way is to scrap our existing module (or slim it down to just perform some tasks), and extend the Odoo-connector. ([url removed, login to view]), but are open for other suggestions.
Some expected behavior:
When we create a partner in Odoo
-> Partner should be created in external system (insert into external db/table)
When we change a field on partner in Odoo.
-> Partner-info should be updated in external system (insert into external db/table)
When we create a partner in External System
-> Partner should be created in Odoo
When we change a field on partner in External system.
-> Partner-info should be updated in Odoo
When we validate invoice or creditnote in Odoo
-> create KID-nr and attach it to [url removed, login to view]
-> the module should check if an open "accounting-bundle" for the the right accounting period exists in the external system,
if yes: alter bundle-record and add records for invoice/creditnote,
If no: add bundle-record, and add records for invoice/creditnote.
(Invoice/creditnote-lines with the same tax, and accounting_account should be added together, before adding records in external system.)
When a invoice or credit note is made in External system
-> Invoice / credit-note should be synced/created in Odoo
-We need to link account_tax in Odoo to External systems code(New field in [url removed, login to view]).
-We need a new setting E.g. called "Bilagserienr". This setting is used when exporting invoices/credit-notes from Odoo to Visma.
-The module needs to work for companies that have departments, and companies that don't have departments (A check to see if account_invoice(department_id) exists)
-existing module adds ext_custid and ext_supid on [url removed, login to view], and kid on account.invoice. When validating invoices/creditnotes, the external id's are checked and a "kid"-number is generated based on external id and invoice number with a modulo-check. This functionality can stay in exisiting module (?)
-Excel-sheet (attached) with example from tables (in OpenERP/Odoo and external system) are from OpenERP v7. The developer needs to find out which tables that has to be used from Odoo v8.
-Provendo AS is the copyright-holder of all material
-Licence to be decided (probably AGPL)
-Code should be developed/published on a closed git-repo, where both parties have access. (to be decided)
-Offers should include a period of bug-fixing after completion of initial development
-Module should use "new" API (Odoo v8)
Access to MSSQL-db with demodata for development will be provided.
(If module for v8 is successful, we probably want to backport it to v7 as well. We welcome any and all offers)
I'm aware that this description is "a little messy", please send your questions to me, and i'll answer them to the best of my ability.