Odoo
====

Manage databases
----------------

To **clone** or **delete** a database, go to the `Databaser Manager <https://erp.confirm.ch/web/database/manager>`_ and click on the desired button.

.. hint::

    Sometimes the action takes time and you'll see a HTTP 500 error.
    No worries, just reload the site and you're most likely fine.

Odoo module
-----------

We've our own `Odoo Module <https://gitlab.confirm.ch/confirm/odoo>`_ to configure Odoo according to our needs.

.. hint::

    The development informations of the module are documented in the `docs directory of the Odoo git project <https://gitlab.confirm.ch/confirm/odoo/-/blob/master/docs/README.rst>`_.

Odoo operations
---------------

Download bank account data
~~~~~~~~~~~~~~~~~~~~~~~~~~

We can download the bank account data by following these steps:

- **Login** into the eBanking of Raiffeisen
- Click on the **Zahlungen** tab on the top
- Click on the **Datentransfer** tab below
- Click on **Download Kontodaten**

Now ensure the modal is configured like this:

- Konto: *Desired Account* (**do not** select *ALL*)
- Format: **XML ISO**
- Kontodaten: **Alle nicht abgeholten Buchungen bis zum Vortag**
- Buchungsdetails: **Mit Details** 

.. image:: /_static/img/odoo-xml-download.png

.. important::

    The file can only be downloaded once like this, as the time range of *already fetched records* is *stored* at Raiffeisen. Also note, all eBanking accounts share this informations, thus only one person should download the file!

Internal bank transfer
~~~~~~~~~~~~~~~~~~~~~~

When transferring funds from one account to another, please use the internal Odoo feature:

- Go to the **Accounting Overview**
- Click on the **3 dots** of a bank account tile
- Click on **Internal Transfer** under the **New** section

Then fill out the form accordingly:

.. image:: /_static/img/odoo-internal-transfer.png

Special salary inputs
~~~~~~~~~~~~~~~~~~~~~

There are special salary inputs which can be selected / booked for a payslip.
Check out the **Other Inputs** section when computing a new payslip:

.. image:: /_static/img/odoo-salary-inputs.png

Select the input, set the amount and then recompute the payslip.

.. hint::

    For transparency reasons, in case for fringe benefits, update the name of the two payslip lines with the name of the fringe benefit itself.

.. important::

    You only need to book fringe benefits in the payslips in case they're due to social contributions.
    Please read the hint on the :ref:`Fringe benefits` chapter for more informations.

Known odoo errors
-----------------

Reconcile partner mismatch
~~~~~~~~~~~~~~~~~~~~~~~~~~

Sometimes there's a mismatch when records are reconciled.
This is most likely because multiple partners share the same account number on their ISR. There's no 100% fix, but ensure both partners have the bank account registered in their contact.

Timeouts
~~~~~~~~

There are certain situations where Odoo runs into a timeout, for example:

- When cloning a database
- When deleting a database
- When submitting expenses in a cloned database (due to the fact that emails can't be sent)

Simply reload the site and you should be fine.