Update documentation of account french chorus

This commit is contained in:
Cédric Krier
2023-08-15 12:32:19 +02:00
parent 6dde3d7eb5
commit 9e7bbb97cf
7 changed files with 133 additions and 7 deletions
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@@ -11,28 +11,36 @@ Version 6.6.0 - 2022-10-31
* Bug fixes (see mercurial logs for details)
Version 6.4.0 - 2022-05-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Add support for Python 3.10
* Remove support for Python 3.6
Version 6.2.0 - 2021-11-01
--------------------------
* Bug fixes (see mercurial logs for details)
Version 6.0.0 - 2021-05-03
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.8.0 - 2020-11-02
--------------------------
* Bug fixes (see mercurial logs for details)
* Remove support for Python 3.5
Version 5.6.0 - 2020-05-04
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.4.0 - 2019-11-04
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.2.0 - 2019-05-06
--------------------------
* Bug fixes (see mercurial logs for details)
Version 5.0.0 - 2018-10-01
--------------------------
* Initial release
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******
Design
******
The *Account French Chorus Module* introduces the following concepts:
.. _model-account.invoice.chorus:
Invoice Chorus
==============
The *Invoice Chorus* keeps track of the invoice sent to `Chorus Pro`_.
.. seealso::
Invoices Chorus can be seen by opening the main menu item:
|Financial --> Invoices --> Customer Invoices --> Chorus|__
.. |Financial --> Invoices --> Customer Invoices --> Chorus| replace:: :menuselection:`Financial --> Invoices --> Customer Invoices --> Chorus`
__ https://demo.tryton.org./model/account.invoice.chorus
.. _model-account.configuration:
Configuration
=============
When the *Account French Chorus Module* is activated, the account configuration
gain some extra properties.
There includes the `Chorus Pro`_ and PISTE_ credentials and also the electronic
syntax to use for documents.
.. seealso::
The `Account Configuration <account:model-account.configuration>` concept is
introduced by the :doc:`Account Module <account:index>`.
.. _Chorus Pro: https://chorus-pro.gouv.fr/
.. _PISTE: https://piste.gouv.fr/
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@@ -1,9 +1,14 @@
############################
Account French Chorus Module
############################
The account_fr_chorus module allows to send invoices through the `Chorus Pro
<https://chorus-pro.gouv.fr/>`_ portal.
The *Account French Chorus Module* allows to send invoices through the `Chorus
Pro <https://chorus-pro.gouv.fr/>`_ portal.
If the party is checked for Chorus Pro, all posted customer invoices are queued to be sent.
A cron job will send them every 15 minutes by default using the credential from
the accounting configuration.
.. toctree::
:maxdepth: 2
setup
usage
design
releases
@@ -0,0 +1,7 @@
.. _releases-index:
=============
Release notes
=============
.. include:: ../CHANGELOG
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*****
Setup
*****
.. _Connect to Chorus Pro:
Connect to Chorus Pro
=====================
Tryton uses the API with `OAuth2 <https://en.wikipedia.org/wiki/OAuth#OAuth_2.0>`_.
You must create a PISTE application for Tryton following the `User guide
<https://developer.aife.economie.gouv.fr/en/help-center/guide>`_.
The application must have access to these APIs:
* Factures
* Transverses
You must now create a technical account following the `Connection to Chorus Pro
guide
<https://communaute.chorus-pro.gouv.fr/documentation/connection-to-chorus-pro/?lang=en>`_.
And declare an API connection request by PISTE.
You can not enter in the `Configuration <model-account.configuration>` the
Chorus Pro :guilabel:`Login` and Chorus Pro :guilabel:`Password` of a technical
account and :guilabel:`Piste Client ID` and :guilabel:`Piste Client Secret`
from the `PISTE <https://piste.gouv.fr/>`_ connection.
On the configuration you can also choose between the "Qualification" or the
"Production" :guilabel:`Service` and the :guilabel:`Syntax`.
.. note::
It may take few minutes before the API access is authorized.
.. note::
Follow `Chorus Pro Quailification Portal
<https://communaute.chorus-pro.gouv.fr/documentation/chorus-pro-qualification-portal/?lang=en>`_
to create a dataset for testing.
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*****
Usage
*****
.. _Setting a customer to send invoice to Chorus Pro:
Setting a customer to send invoice to Chorus Pro
================================================
To send automatically `Customer Invoices
<account_invoice:model-account.invoice>` through `Chorus Pro`_ , you must check
the :guilabel:`Chorus Pro` checkbox on the customer `Party
<party:model-party.party>` form.
.. _Resent failing invoice:
Resent failing invoice
======================
When an `Invoice <model-account.invoice.chorus>` is not accepted by `Chorus
Pro`_, it is set to the "Exception" state.
After fixing the data, you can resend the invoice by clicking on
:guilabel:`Send` button.
.. _Chorus Pro: https://chorus-pro.gouv.fr/
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@@ -11,9 +11,12 @@ from setuptools import find_packages, setup
def read(fname):
return io.open(
content = io.open(
os.path.join(os.path.dirname(__file__), fname),
'r', encoding='utf-8').read()
content = re.sub(
r'(?m)^\.\. toctree::\r?\n((^$|^\s.*$)\r?\n)*', '', content)
return content
def get_require_version(name):
@@ -63,7 +66,8 @@ setup(name=name,
download_url=download_url,
project_urls={
"Bug Tracker": 'https://bugs.tryton.org/',
"Documentation": 'https://docs.tryton.org/',
"Documentation": (
'https://docs.tryton.org/projects/modules-account-fr-chorus'),
"Forum": 'https://www.tryton.org/forum',
"Source Code": 'https://code.tryton.org/tryton',
},