[16.0][MIG] account_payment_batch_process_discount

account_payment_batch_process_discount/README.rst

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+==========================
+Discount on batch payments
+==========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:7c17d9c000b0c7ea83366b8152a1d91de9b8ca8e1932a7d2b0460c9cad09990a
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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-OCA%2Faccount--payment-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-payment/tree/16.0/account_payment_batch_process_discount
+    :alt: OCA/account-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-payment-16-0/account-payment-16-0-account_payment_batch_process_discount
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows you to define discounts for early payment and apply them on batch
+payments.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+* Go to *Accounting > Invoicing > Payment Terms*
+* Select or create a payment term
+* Check the box "Early discount payment"
+* Exclude the shipping and/or the tax amount
+* Create a line with a discount for early payment, like 2% if paid within 15 days
+
+Usage
+=====
+
+* Go to *Accounting > Customers > Invoices* or *Accounting > Vendors > Bills*
+* Select various open invoices or bills
+* Go to the Action menu
+* Select Batch Payments
+* Adjust the information
+* Click on Make Payments
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/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/OCA/account-payment/issues/new?body=module:%20account_payment_batch_process_discount%0Aversion:%2016.0%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
+~~~~~~~
+
+* Open Source Integrators
+
+Contributors
+~~~~~~~~~~~~
+
+* Open Source Integrators <https://www.opensourceintegrators.com>
+
+  * Mayank Gosai <[email protected]>
+  * Balaji Kannan <[email protected]>
+  * Maxime Chambreuil <[email protected]>
+
+* Camptocamp <https://www.camptocamp.com>
+  * Denis Leemann <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-mgosai| image:: https://github.com/mgosai.png?size=40px
+    :target: https://github.com/mgosai
+    :alt: mgosai
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-mgosai| 
+
+This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/16.0/account_payment_batch_process_discount>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_payment_batch_process_discount/__init__.py

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+# Copyright (C) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import models
+from . import wizard

account_payment_batch_process_discount/__manifest__.py

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+# Copyright (C) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Discount on batch payments",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Open Source Integrators, Odoo Community Association (OCA)",
+    "category": "Accounting & Finance",
+    "maintainer": "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-payment",
+    "depends": ["account_payment_batch_process", "account_payment_term_discount"],
+    "data": [
+        "views/account_move.xml",
+    ],
+    "development_status": "Beta",
+    "maintainers": ["mgosai"],
+    "auto_install": True,
+}

account_payment_batch_process_discount/i18n/account_payment_batch_process_discount.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_payment_batch_process_discount
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \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_payment_batch_process_discount
+#: model_terms:ir.ui.view,arch_db:account_payment_batch_process_discount.account_move_search_discount_date
+msgid "Discount Invoice"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_register__display_name
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_term_line__display_name
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_invoice_payment_line__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model_terms:ir.ui.view,arch_db:account_payment_batch_process_discount.account_move_search_discount_date
+msgid "Filter invoices with early payment discounts"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_move__id
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_register__id
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_term_line__id
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_invoice_payment_line__id
+msgid "ID"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model,name:account_payment_batch_process_discount.model_invoice_payment_line
+msgid "Invoice Payment Line"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model,name:account_payment_batch_process_discount.model_account_move
+msgid "Journal Entry"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_register____last_update
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment_term_line____last_update
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_invoice_payment_line____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model,name:account_payment_batch_process_discount.model_account_payment_term_line
+msgid "Payment Terms Line"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: code:addons/account_payment_batch_process_discount/wizard/account_payment_register.py:0
+#, python-format
+msgid "Please enter the payment date."
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model,name:account_payment_batch_process_discount.model_account_payment_register
+msgid "Register Payment"
+msgstr ""
+
+#. module: account_payment_batch_process_discount
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_bank_statement_line__valid_discount_date
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_move__valid_discount_date
+#: model:ir.model.fields,field_description:account_payment_batch_process_discount.field_account_payment__valid_discount_date
+msgid "Valid Discount Date"
+msgstr ""

account_payment_batch_process_discount/models/__init__.py

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+# Copyright (C) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import account_move, account_payment_term_line

account_payment_batch_process_discount/models/account_move.py

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+# Copyright (C) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from dateutil.relativedelta import relativedelta
+
+from odoo import fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    valid_discount_date = fields.Date()
+
+    def action_post(self):
+        res = super().action_post()
+        for rec in self:
+            if rec.invoice_payment_term_id and rec.invoice_date:
+                # Check payment date discount validation
+                invoice_date = fields.Date.from_string(rec.invoice_date)
+                # Get discount validity days from payment terms
+                for line in rec.invoice_payment_term_id.line_ids:
+                    rec.valid_discount_date = invoice_date + relativedelta(
+                        days=line.discount_days
+                    )
+        return res

account_payment_batch_process_discount/models/account_payment_term_line.py

@@ -0,0 +1,31 @@
+# Copyright (C) 2021 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from dateutil.relativedelta import relativedelta
+
+from odoo import fields, models
+
+
+class AccountPaymentTermLine(models.Model):
+    _inherit = "account.payment.term.line"
+
+    def write(self, vals):
+        res = super().write(vals)
+        if vals.get("discount_days"):
+            for item in self:
+                # get all invoice related to this payment term and update
+                # validity discount date
+                invoice_ids = self.env["account.move"].search(
+                    [
+                        ("state", "=", "posted"),
+                        ("invoice_payment_term_id", "=", item.payment_id.id),
+                    ]
+                )
+                for inv in invoice_ids:
+                    # Check payment date discount validation
+                    invoice_date = fields.Date.from_string(inv.invoice_date)
+                    # Update discount validity days
+                    for line in inv.invoice_payment_term_id.line_ids:
+                        inv.discount_date = invoice_date + relativedelta(
+                            days=line.discount_days
+                        )
+        return res

account_payment_batch_process_discount/readme/CONFIGURE.rst

@@ -0,0 +1,5 @@
+* Go to *Accounting > Invoicing > Payment Terms*
+* Select or create a payment term
+* Check the box "Early discount payment"
+* Exclude the shipping and/or the tax amount
+* Create a line with a discount for early payment, like 2% if paid within 15 days

account_payment_batch_process_discount/readme/CONTRIBUTORS.rst

@@ -0,0 +1,8 @@
+* Open Source Integrators <https://www.opensourceintegrators.com>
+
+  * Mayank Gosai <[email protected]>
+  * Balaji Kannan <[email protected]>
+  * Maxime Chambreuil <[email protected]>
+
+* Camptocamp <https://www.camptocamp.com>
+  * Denis Leemann <[email protected]>

account_payment_batch_process_discount/readme/DESCRIPTION.rst

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+This module allows you to define discounts for early payment and apply them on batch
+payments.

account_payment_batch_process_discount/readme/USAGE.rst

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+* Go to *Accounting > Customers > Invoices* or *Accounting > Vendors > Bills*
+* Select various open invoices or bills
+* Go to the Action menu
+* Select Batch Payments
+* Adjust the information
+* Click on Make Payments