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Possibility to use substitutions for recurrent invoice fields #31811

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mdeweerd opened this issue Nov 14, 2024 · 0 comments
Open

Possibility to use substitutions for recurrent invoice fields #31811

mdeweerd opened this issue Nov 14, 2024 · 0 comments
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Feature request This is a feature request

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@mdeweerd
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Feature Request

It would be useful to have substitutions in recurrent (supplier) invoices, especially references to the month/year.

This substition should be available for several fields:

  • label;
  • supplier reference;
  • public/private note (for other users,).

The substitutions that I would be looking for are:

  • Current month/year {MMYYYY} ;
  • Relative date - Example; {MMYYYY-1M} where '-' indicates prior/'+' future, 1 is variable number of units, M is to indicate month unit (and also allow Y and D and W);
  • Start/End of month date - for some maybe specific day of week - possibly with postfix '#[se3]' {MMYYYY#e-1M} {MMYYYY#3-1M} with 3 referencing wednesday of the week that contains the computed day, 'e' = end of month, 's' = start of month. However start/end of month could also be handled with 01MMYYYY and 31MMYYYY with the next rule.
  • "Advanced": Adjust date to fit within the month. For instance {31MMYYYY} would resolve to 28022000, 28022001 or 29022004 or 30042024, ... .

Use case

In stead of having a reference that is postfixed with an incrementing number, or fixed labels, directly generate the references and labels pertaining to the month.

For instance "RENT-20240901-20240930" generated from "RENT{YYYYMM01}-{YYYYMM31}"

or "INTERNETBOX-20240924-20241023" generated from "INTERNETBOX{YYYYMMDD}-{YYYYMMDD+1M-1D}".

The above suggestions are the essential ones for me, but other substitutions could include a personalised field such as the customer number (extrafield).

Finally, that feature may also make it useful to be able to clone an invoice model to reuse these field configurations.

Suggested implementation

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Suggested steps

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@mdeweerd mdeweerd added the Feature request This is a feature request label Nov 14, 2024
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