TA#72075 [16.0][MIG] account_payment_from_move_line : migration without unit test

.docker_files/main/__manifest__.py

@@ -22,6 +22,7 @@
         "account_move_unique_reversal",
         "account_negative_debit_credit",
         "account_payment_cancel_group",
+        "account_payment_from_move_line",
         "account_search_by_amount",
         "account_search_date_range",
         "account_show_full_features",

Dockerfile

@@ -26,6 +26,7 @@ COPY account_move_unique_reversal /mnt/extra-addons/account_move_unique_reversal
 COPY account_negative_debit_credit /mnt/extra-addons/account_negative_debit_credit
 COPY account_search_by_amount /mnt/extra-addons/account_search_by_amount
 COPY account_payment_cancel_group /mnt/extra-addons/account_payment_cancel_group
+COPY account_payment_from_move_line /mnt/extra-addons/account_payment_from_move_line
 COPY account_show_full_features /mnt/extra-addons/account_show_full_features
 COPY account_search_date_range /mnt/extra-addons/account_search_date_range
 COPY bank_statement_import_csv /mnt/extra-addons/bank_statement_import_csv

account_payment_from_move_line/README.rst

@@ -0,0 +1,96 @@
+Account Payment From Move Line
+==============================
+This modules allows to generate a payment from an existing journal item (account.move.line).
+
+.. contents:: Table of Contents
+
+Context
+-------
+In vanilla Odoo, a payment can be registered directly from an invoice.
+
+.. image:: static/description/invoice_payment_wizard.png
+
+This allows to automatically fill the payment values based on the invoice.
+
+However, a journal entry can be created manually to recognize a receivable item.
+
+.. image:: static/description/receivable_item_list.png
+
+In such case, prefilling a payment from the receivable item is not possible (in vanilla Odoo).
+
+Usage
+-----
+As member of the group ``Accounting / Billing``, I go to the list view of journal items.
+
+I filter to display the receivable items for a given customer.
+
+.. image:: static/description/receivable_item_list.png
+
+I select the items and click on ``Register a payment``.
+
+.. image:: static/description/receivable_item_list_register_payment.png
+
+A wizard is opened.
+
+.. image:: static/description/payment_from_move_line_wizard.png
+
+I notice that:
+
+* The payment is prefilled with the sum of amounts from the selected receivables.
+* The date of payment is ``Today`` (by default).
+* The payment journal is not filled (a default value can be parametrized per company).
+
+Then, I replace the prefilled amount with a partial payment amount and select a journal.
+
+The system asks what to do with the balance; either ``Keep Open`` or ``Mark as Fully Paid``.
+
+.. image:: static/description/wizard_partial_amount.png
+
+I select ``Mark as Fully Paid`` and select a ``Difference Account``.
+
+.. image:: static/description/wizard_difference_account.png
+
+I click on ``Validate``.
+
+.. image:: static/description/wizard_validate_button.png
+
+The form view of the new payment is open.
+
+.. image:: static/description/payment_form.png
+
+I notice that the selected receivable items are now reconciled.
+
+.. image:: static/description/journal_items_reconciled.png
+
+Constraints
+-----------
+The journal items selected for registering payments must comply with the following constraints.
+If one constraint fails, a detailled error message will be displayed.
+
+Same Currency, Account and Partner
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Selected items must have the same currency, GL account and commercial partner.
+This is required so that the payment can be reconciled with the selected journal items.
+
+Unreconciled
+~~~~~~~~~~~~
+Selected items must not be fully reconciled.
+
+Posted
+~~~~~~
+Selected items must be posted.
+
+Known Issues
+------------
+For now, this module does not support payable journal items and outbound payments.
+It only supports receivables and inbound payments.
+
+The reason is that supporting payables and outbound payments adds extra complexity.
+This complexity is not required by Numigi's clients.
+
+A constraint is implemented to prevent users from selecting non-receivable journal items
+for registering payments.
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

account_payment_from_move_line/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2019 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+from . import models, wizard

account_payment_from_move_line/__manifest__.py

@@ -0,0 +1,22 @@
+# Copyright 2019 - today Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
+
+{
+    "name": "Account Payment From Move Line",
+    "version": "16.0.1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://www.numigi.com",
+    "license": "LGPL-3",
+    "category": "Accounting",
+    "summary": "Generate payment from receivable journal item",
+    "depends": [
+        "account",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_move_line.xml",
+        "wizard/account_payment_from_move_line.xml",
+    ],
+    "installable": True,
+}