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167 changes: 167 additions & 0 deletions account_move_template/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=====================
Account Move Template
=====================

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The user can configure journal entries templates, useful for recurring
entries. The amount of each template line can be computed (through
python code) or kept as user input.

If user input, when using the template, user has to fill the amount of
every input lines.

The journal entry form allows lo load, through a wizard, the template to
use and the amounts to fill.

**Notable features:**

This module enhance the capability of module account_move_template with
following features,

1. Optional account for negative amount.

When the Journal entry is created, and credit/debit is negative
value, change debit/credit side and use the opt_account_id

2. Allow overwrite move line values with overwrite dict.

Normally, the journal items created by the template will require
user input on wizard. This feature allow passing the overwrite
values with a dictionary. This is particularly useful when the
wizard is called by code.

Sample of dictionary to overwrite move lines:

::

{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }

**Table of contents**

.. contents::
:local:

Usage
=====

To create new templates:

1. Make sure that you have flagged *Show Full Accounting Features* on
your user, and that the user belongs to the *Billing Manager* group.
2. Go to *Invoicing / Configuration / Accounting / Journal Entry
Templates* and define there your templates. You can choose to
complete a line using a defined formula, based on other lines, or by
requiring user input.

To use an existing template:

1. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
2. Select one of the available templates.
3. Complete the entries according to the template and click on the
button *Generate Journal Entry*.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2019.0%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
-------

* Agile Business Group
* Aurium Technologies
* Vauxoo
* ForgeFlow
* Akretion
* Endoo

Contributors
------------

Module Authors
~~~~~~~~~~~~~~

- Davide Corio <[email protected]>
- Lorenzo Battistini <[email protected]>
- Paolo Chiara <[email protected]>
- Franco Tampieri <[email protected]>
- Alexis de Lattre <[email protected]> (full re-write for
v12)

Module Contributors
~~~~~~~~~~~~~~~~~~~

- Jalal ZAHID <[email protected]> (port to v10)
- Alex Comba <[email protected]> (Port to V8)
- Guewen Baconnier <[email protected]>
- Raf Ven <[email protected]> (port to v11)
- Jordi Ballester <[email protected]> (ForgeFlow)
- `Sygel <https://www.sygel.es>`__:

- Harald Panten <[email protected]>
- Valentin Vinagre <[email protected]>
- Manuel Regidor <[email protected]>

- `Ecosoft <http://ecosoft.co.th>`__:

- Kitti U. <[email protected]> (Add context overwrite)

- Abraham Anes <[email protected]>
- `Endoo <https://endoo.be>`__:

- Johan Bjurstam <[email protected]> (port to v19)

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.

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/19.0/account_move_template>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_move_template/__init__.py
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from . import models
from . import wizard
23 changes: 23 additions & 0 deletions account_move_template/__manifest__.py
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# Copyright 2015-2017 See manifest
# Copyright 2018 Raf Ven <[email protected]>
# Copyright 2019 Akretion France (http://www.akretion.com/)
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html

{
"name": "Account Move Template",
"version": "19.0.1.0.0",
"category": "Accounting/Accounting",
"summary": "Templates for recurring Journal Entries",
"author": "Agile Business Group, Aurium Technologies, Vauxoo, ForgeFlow, "
"Akretion, Endoo, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-financial-tools",
"license": "AGPL-3",
"depends": ["account"],
"data": [
"security/account_move_template_security.xml",
"security/ir.model.access.csv",
"wizard/account_move_template_run_view.xml",
"view/account_move_template.xml",
],
"installable": True,
}
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