331 lines
11 KiB
Plaintext
331 lines
11 KiB
Plaintext
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Version 8.0.0 - 2026-04-20
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add support for Python 3.14
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* Remove support for Python 3.9
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* Use flat balance for general ledger
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* Add cron job to reconcile move lines
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Version 7.8.0 - 2025-12-15
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 7.6.0 - 2025-04-28
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* Bug fixes (see mercurial logs for details)
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* Remove support for Python 3.8
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* Add support for Python 3.13
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* Use strict sequence to number moves
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* Rename post number to number
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* Remove number on move and its sequence on journal
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Version 7.4.0 - 2024-11-04
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Replace minimal by universal chart of account
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* Allow copying move from closed period
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* Replace Accounting Party by Accounting group
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Version 7.2.0 - 2024-04-29
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Convert recursive calls of reconcile accounts wizard into loop
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* Remove active field on journal - period
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* Allow modifying period dates with moves
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Version 7.0.0 - 2023-10-30
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* Bug fixes (see mercurial logs for details)
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* Add support for Python 3.12
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* Use origin description as fallback description
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* Post write-off and exchange moves when reconcile posted lines
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* Post cancelled, grouped, rescheduled and delegated moves
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* Rename close state to closed
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* Ask for date when creating move from template
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* Add receivable/payable to company
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Version 6.8.0 - 2023-05-01
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Support reconcile lines with currency exchange
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* Add reconcile and unreconcile from general ledger lines
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* Always raise exception when fiscal year or period are not found
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* Remove support for Python 3.7
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* Add support for Python 3.11
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* Add reversal option when cancelling move
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* Add cumulative balance to payable/receivable lines
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* Rename reconciliation name to number
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* Accrue and allocate rounding errors when there are multiple taxes
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* Use match pattern to find journal
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* Display general ledger information on account form
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Version 6.6.0 - 2022-10-31
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* Bug fixes (see mercurial logs for details)
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* Add wizard to delegate move lines to another party
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* Support date range context for account type amount
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* Use context model for chart of accounts and taxes
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Version 6.4.0 - 2022-05-02
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* Bug fixes (see mercurial logs for details)
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* Prevent creating fiscal year before closed one
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* Add automatic reconciliation of suggestions
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* Prevent to change the type of journal with posted moves
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* Mute reconciled payable/receivable lines
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* Add delegated amount on move lines
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* Enforce same type for children account as their parent
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* Show debit / credit columns in ledgers when they contain lines
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* Count number of lines in Account and General Ledger
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* Handle errors in move template expression
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* Rename split lines into reschedule lines
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* Add optional credit type on account
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* Always require a date to compute taxes
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* Add support for Python 3.10
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* Remove support for Python 3.6
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Version 6.2.0 - 2021-11-01
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* Bug fixes (see mercurial logs for details)
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* Add origin record name property on move line
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* Add group to edit accounting of parties
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* Rename lock buttons into lock\_
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* Add split lines wizard
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* Validate that all inactive accounts have no balance when closing periods
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Version 6.0.0 - 2021-05-03
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* Bug fixes (see mercurial logs for details)
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* Add check to mark types as debt
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* Add relate from party to general ledger accounts
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* Accumulate start balance on general ledger line
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* Print general journal from moves
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* Add reconciliation sequence to configuration
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* Add report for income statement and balance sheet
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* Allow filtering general ledger by journal
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* Add journal context to Move.query_get
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* Add reconciliation to general ledger line
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* Make move's journal read-only once numbered
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* Add more term units to aged balance
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Version 5.8.0 - 2020-11-02
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* Bug fixes (see mercurial logs for details)
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* Remove support for Python 3.5
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* Allow defining the tax date on taxable lines
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* Add General Ledger per account and party
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* Add start/end date to tax rule line
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* Test for lines to reconcile before showing the next account
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Version 5.6.0 - 2020-05-04
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* Bug fixes (see mercurial logs for details)
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* Order account by its code and name
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* Add optional debit type on account
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* Show the move resulting from the GroupLines wizard
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* Allow periods to end on any day of the month
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* Use a wizard to select parameters when creating periods
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* Modularize code in GroupLines wizard
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Version 5.4.0 - 2019-11-04
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* Bug fixes (see mercurial logs for details)
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* Add default customer and supplier tax rule
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* Update sequence name in renew fiscal year
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* Make tax required on tax line
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* Use today as default date when inside the period
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Version 5.2.0 - 2019-05-06
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* Bug fixes (see mercurial logs for details)
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* Add group lines wizard
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* Manage delegate reconciliation
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* Remove starting wildcard when searching on codes and numbers
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* Remove display balance
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* Merge account kind and account type
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* Add origin on move line
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* Base journal cash report on account kind receivable and payable
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Version 5.0.0 - 2018-10-01
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* Bug fixes (see mercurial logs for details)
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* Set party required on account payable and receivable of party
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* Add writeoff method
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* Remove default account from journal
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* Add replacement account
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* Add period on account and tax code
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* Add template override mechanism to tax rules and tax rule lines
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* Remove support for Python 2.7
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* Remove journal type
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Version 4.8.0 - 2018-04-23
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* Bug fixes (see mercurial logs for details)
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* Use tax code line for tax reporting
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* Use custom clause for Tax Code sum
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* Add check to modify Tax Lines
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* Check receivable/payable to erase party
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* Open general ledger accounts from Income Statement relate
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* Add warning when creating a second chart of account
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* Manage chart update per record
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* Allow to reconcile many group of lines with Line.reconcile
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Version 4.6.0 - 2017-10-30
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* Bug fixes (see mercurial logs for details)
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* Allow to keep original taxes when applying a tax rule
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* Add legal notice on taxes
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* Ease creation of new fiscalyear
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* Drop required on party payable and receivable accounts
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* Make tax description translatable
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* Add searcher on General Ledger
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* Add from and to date to General Ledger and Income Statement
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* Add move filtering on date range
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* Simplify default values for move line
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Version 4.4.0 - 2017-05-01
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add definitive lock of period and fiscal year
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Version 4.2.0 - 2016-11-28
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* Bug fixes (see mercurial logs for details)
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* Add test wizard for taxes
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* Remove journal view
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* Add amount second currency on Account
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* Enforce second currency on Account
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* Remove code from Fiscalyear and Period
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* Remove journal option for updating posted moves
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* Replace Journal-Period name by function field
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* Manage readonly state on Move Line
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* Add comparison amount on Balance Sheet and Income Statement
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Version 4.0.0 - 2016-05-02
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* Bug fixes (see mercurial logs for details)
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* Move tax Rounding configuration from account_invoice
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* Get the tax type from the base sign:
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The tax signs for credit note must be inverted manually.
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* New reports design: General Ledger, Trial Balance and Aged Balance
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* Add Python3 support
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* Merge Third Party Balance into Aged Balance
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* Add date to Aged Balance
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* Add date on Reconciliation
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Version 3.8.0 - 2015-11-02
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Make Chart of Account not translatable
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* Add Journal Cash reporting
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Version 3.6.0 - 2015-04-20
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* Bug fixes (see mercurial logs for details)
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* Add support for PyPy
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* Add move template
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* Improve payable/receivable lines
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* Enforce same sign between amount_second_currency and debit - credit
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* Allow tax modifying the unit price
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* Add reverse_compute on Tax
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* Add fix_party script
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* Allow to display only the balance in the General Ledger
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* Add TaxableMixin
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* Allow to set a description to cancel move
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Version 3.4.0 - 2014-10-20
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* Bug fixes (see mercurial logs for details)
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* Add option on Account for party required
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* Add wizard to reconcile all accounts
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* Add cancel to Account Move
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Version 3.2.0 - 2014-04-21
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* Bug fixes (see mercurial logs for details)
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* Add start/end date to tax
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* Use account of write-off journal as default
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* Add write-off journal type
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* Add description on write-off move
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Version 3.0.0 - 2013-10-21
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* Bug fixes (see mercurial logs for details)
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* Add balance non-deferral wizard
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* Display write-off amount in reconciliation
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* Enforce same company for a chart of account
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* Change tax percentage into rate
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* Autoreconcile posted move with just one line of zero
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* Remove centralised counterpart option and functionality
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Version 2.8.0 - 2013-04-22
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* Bug fixes (see mercurial logs for details)
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* Make period's post_move_sequence optional and use fiscal year's one if empty
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* Add sale, purchase or other kind on Tax Rule and Tax Group
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Version 2.6.0 - 2012-10-22
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Rename:
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- Move.name into number
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- Move.reference into post_number
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- MoveLine.reference into description
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* Remove name and active on move line
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* Add origin field on Move
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* Compute the aged balance over all fiscalyears and reverse dates order
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* Add cumulate option for Debit/Credit on Account
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* Allow to open accounts from balance sheet
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* Add start/end balance to Trial balance
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Version 2.4.0 - 2012-04-23
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add new account type stock
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Version 2.2.0 - 2011-10-24
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add test creation of minimal chart of accounts
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Version 2.0.0 - 2011-04-27
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 1.8.0 - 2010-11-01
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--------------------------
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* Bug fixes (see mercurial logs for details)
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Version 1.6.0 - 2010-05-11
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add description field on account.tax.code.template and account.tax.code
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* Add tax field on account.tax.line
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* Remove unique constraint on tax group code column
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* Add default search value on account move
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* Remove egenix-mx-base and replace it by python-dateutil
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* Improve General Ledger to compute lines for each accounts at once
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Version 1.4.0 - 2009-10-19
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add origin_tax field on account.tax.rule
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* Change get_receivable_payable on party.party to work with a list of name
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* Remove blocked field on account.move.line
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* Fix digits of amount on tax and tax line
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Version 1.2.0 - 2009-04-20
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--------------------------
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* Bug fixes (see mercurial logs for details)
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* Add tax rule to replace vat and supplier_vat on party
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Previous vat configuration will be lost
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* Allow to update chart of account from template
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* Change sequence on Journal into Property for multi-company
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* Allow egg installation
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Version 1.0.0 - 2008-11-17
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* Initial release
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