Merge pull request #73 from Escodoo/14.0-add-account_advance

[14.0][ADD] account_compensate_advance: add new module

account_compensate_advance/README.rst

@@ -0,0 +1,95 @@
+==========================
+Account Compensate Advance
+==========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4cb5f509627dcbd4a2d3ab029ba91e76dae1e8a391c4f36a95bdcddcca955cd2
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-Escodoo%2Faccount--addons-lightgray.png?logo=github
+    :target: https://github.com/Escodoo/account-addons/tree/14.0/account_compensate_advance
+    :alt: Escodoo/account-addons
+
+|badge1| |badge2| |badge3|
+
+The Account Compensate Advance enhances the accounting functionality in Odoo by enabling advanced handling of advances for suppliers and customers. This module streamlines the process of creating, managing, and compensating advances, ensuring accurate financial.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+After installing the module, follow these steps to configure it for the desired company:
+
+#. Go to Invoice > Configuration > Journals.
+#. Select an existing journal or create a new one of type Miscellaneous.
+#. In the journal view, click on the Advance Journal tab.
+#. Set the journal type to Advance.
+
+Usage
+=====
+
+To use this module:
+
+#. Create an account of type "Prepayment" and ensure it is reconciliable.
+#. Create or select a Journal that has the flag indicating it is an "Compensation Advance" journal.
+#. Create a Product of type "Service," name it "Advance," and mark the options for it to be purchased and sold. Set the expense and revenue accounts according to the account created in the first step.
+#. Create an Invoice.
+#. Define the Partner and add the product created for the Advance.
+#. Post the invoice and complete the payment in full.
+#. Identify an Invoice for the same Partner.
+#. Select the button to "Compensate Advance"
+#. On the left side, choose one of the available advances and on the right side, select the line you wish to settle from the current invoice.
+#. After filling in the necessary fields, click Compensate.
+#. You will be redirected back to the invoice with the payment status updated to either Partial or Paid, depending on the amount entered.
+
+Observation:
+
+#. Please be informed that advance payments cannot be processed outside of the Purchase and Sales Journal (Invoice). Journal entries created as advances will not be considered as they need to be marked as paid, which is not currently tracked within our system.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/Escodoo/account-addons/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/Escodoo/account-addons/issues/new?body=module:%20account_compensate_advance%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Escodoo
+
+Contributors
+~~~~~~~~~~~~
+
+* `Escodoo <https://www.escodoo.com.br>`_:
+
+  * Marcel Savegnago <[email protected]>
+  * Kaynnan Lemes <[email protected]>
+  * Douglas Custodio <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is part of the `Escodoo/account-addons <https://github.com/Escodoo/account-addons/tree/14.0/account_compensate_advance>`_ project on GitHub.
+
+You are welcome to contribute.

account_compensate_advance/__init__.py

@@ -0,0 +1,2 @@
+from . import models
+from . import wizard

account_compensate_advance/__manifest__.py

@@ -0,0 +1,19 @@
+# Copyright 2024 - TODAY, Escodoo
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Compensate Advance",
+    "summary": """
+        Account Compensate Advance""",
+    "version": "14.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Escodoo",
+    "website": "https://github.com/Escodoo/account-addons",
+    "depends": ["account"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_journal.xml",
+        "views/account_move.xml",
+        "wizard/account_compensate_advance_journal.xml",
+    ],
+}

account_compensate_advance/i18n/account_compensate_advance.pot

@@ -0,0 +1,207 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_compensate_advance
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-06-21 19:25+0000\n"
+"PO-Revision-Date: 2024-06-21 19:25+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_compensate_advance_form_view
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.view_account_invoice_filter
+msgid "Advance"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__advance_balance
+msgid "Advance Balance"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_bank_statement_line__advance_invoice
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move__advance_invoice
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_payment__advance_invoice
+msgid "Advance Invoice"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_journal_form_view
+msgid "Advance Journal"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__advance_id
+msgid "Advance Line"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/wizard/account_compensate_advance_journal.py:0
+#, python-format
+msgid "Advance: %s"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__amount
+msgid "Amount"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/models/account_move_line.py:0
+#, python-format
+msgid "Balance"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_compensate_advance_form_view
+msgid "Cancel"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,help:account_compensate_advance.field_account_journal__is_advance_journal
+msgid "Check this box if this journal is for compensation advances"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_compensate_advance_form_view
+msgid "Compensate"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/models/account_move.py:0
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.view_move_form
+#, python-format
+msgid "Compensate Advance"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_compensate_advance_form_view
+msgid "Compensate Advance Account"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__journal_id
+msgid "Compesation Journal"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__currency_id
+msgid "Currency"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/models/account_journal.py:0
+#, python-format
+msgid "Customer"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__display_name
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_journal__display_name
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move_line__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__id
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_journal__id
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move__id
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move_line__id
+msgid "ID"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_journal__is_advance_journal
+msgid "Is Compensation Advance Journal"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model,name:account_compensate_advance.model_account_journal
+msgid "Journal"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model,name:account_compensate_advance.model_account_move
+msgid "Journal Entry"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model,name:account_compensate_advance.model_account_move_line
+msgid "Journal Item"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal____last_update
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_journal____last_update
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_move_line____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model.fields,field_description:account_compensate_advance.field_account_compensate_advance_journal__line_id
+msgid "Line"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/models/account_journal.py:0
+#, python-format
+msgid "Supplier"
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/wizard/account_compensate_advance_journal.py:0
+#, python-format
+msgid "The amount cannot exceed the residual amount of the line."
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/wizard/account_compensate_advance_journal.py:0
+#, python-format
+msgid "The amount must be greater than zero."
+msgstr ""
+
+#. module: account_compensate_advance
+#: code:addons/account_compensate_advance/wizard/account_compensate_advance_journal.py:0
+#, python-format
+msgid "The entered amount exceeds the balance of the advance selected."
+msgstr ""
+
+#. module: account_compensate_advance
+#: model_terms:ir.ui.view,arch_db:account_compensate_advance.account_compensate_advance_form_view
+msgid "To Compensate"
+msgstr ""
+
+#. module: account_compensate_advance
+#: model:ir.model,name:account_compensate_advance.model_account_compensate_advance_journal
+msgid "account.compensate.advance.journal"
+msgstr ""