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156 changes: 156 additions & 0 deletions account_move_line_payment/README.rst
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=====================
Register due payments
=====================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:b954e30cc41e6c3b424294b7eff1a2e1968588e534affb4f5275962087e9981d
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
:target: https://github.com/OCA/account-payment/tree/18.0/account_move_line_payment
: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-18-0/account-payment-18-0-account_move_line_payment
: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=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of accounting to let you quickly
find which journal items are due today and register payments for them
individually, even if they are partial invoice payments. They also get
appropriately matched automatically.

In simpler words, you can find and register due payments, regardless if
the invoice had one or more payment terms.

.. IMPORTANT::
This is an alpha version, the data model and design can change at any time without warning.
Only for development or testing purpose, do not use in production.
`More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

This module was developed because in the invoices list view, Odoo only
displays the due date of each invoice's last payment. However, most
times you only need to know which payments are due *today*, even if
there's a later payment for that invoice.

At the same time, if you register a partial payment, Odoo will match it
only partially, even when that was the expected payment due.

When there are a lot of partial payments, it becomes impossible to
handle manually without a module like this one.

Configuration
=============

To use this module, if you're using Odoo CE:

#. Activate the developer mode. #. Go to *Settings > Users & Companies >
Groups*. #. Edit *Technical / Show Full Accounting Features*. #. Add
yourself to *Users*

Usage
=====

To find unmatched payments due today (or before):

1. Go to *Accounting > Accounting > Journals > Journal Items*.
2. Go to *Filters > Overdue*.
3. Filter also by *Filters > Receivable* or *Filters > Payable*. You
can't mix both in the next step.
4. Select all payments to pay.
5. Click on *Actions > Register payment*.
6. Register the payment as you usually do from the invoices view.

Only those payments that you selected will be registered. They will
become fully matched.

Known issues / Roadmap
======================

- To use this new feature, you need full accounting permissions (a.k.a.
Bookkeeper).
- Invoicing users should be able too.
- A good improvement would be to display *Next due date* in invoices
views.
- Also to allow somehow paying only overdue payments when using the
register payment wizard.

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_move_line_payment%0Aversion:%2018.0%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
-------

* Moduon

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

- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)

Other credits
-------------

The development of this module has been financially supported by:

- `Moduon Team S.L. <https://www.moduon.team/>`__

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-yajo| image:: https://github.com/yajo.png?size=40px
:target: https://github.com/yajo
:alt: yajo
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-yajo| |maintainer-rafaelbn|

This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/18.0/account_move_line_payment>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions account_move_line_payment/__init__.py
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from . import models
20 changes: 20 additions & 0 deletions account_move_line_payment/__manifest__.py
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# Copyright 2024 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)

{
"name": "Register due payments",
"summary": "Register only due payments",
"version": "18.0.1.0.0",
"development_status": "Alpha",
"category": "Accounting/Payment",
"website": "https://github.com/OCA/account-payment",
"author": "Moduon, Odoo Community Association (OCA)",
"maintainers": ["yajo", "rafaelbn"],
"license": "LGPL-3",
"application": False,
"auto_install": False,
"depends": ["account"],
"data": [
"views/account_move_line_view.xml",
],
}
39 changes: 39 additions & 0 deletions account_move_line_payment/i18n/account_move_line_payment.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_move_line_payment
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\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_move_line_payment
#: model:ir.model,name:account_move_line_payment.model_account_move_line
msgid "Journal Item"
msgstr ""

#. module: account_move_line_payment
#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
msgid "Overdue"
msgstr ""

#. module: account_move_line_payment
#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
msgid "Register Payment"
msgstr ""

#. module: account_move_line_payment
#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
msgid "Remaining due days"
msgstr ""

#. module: account_move_line_payment
#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
msgid "The date when the payment is due, or empty if it's done."
msgstr ""
43 changes: 43 additions & 0 deletions account_move_line_payment/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_move_line_payment
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-02-20 13:09+0000\n"
"PO-Revision-Date: 2024-02-20 13:11+0000\n"
"Last-Translator: Jairo Llopis <[email protected]>\n"
"Language-Team: \n"
"Language: es_ES\n"
"MIME-Version: 1.0\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
"X-Generator: Poedit 3.4.2\n"

#. module: account_move_line_payment
#: model:ir.model,name:account_move_line_payment.model_account_move_line
msgid "Journal Item"
msgstr "Apunte contable"

#. module: account_move_line_payment
#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
msgid "Overdue"
msgstr "Vencidos"

#. module: account_move_line_payment
#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
msgid "Register Payment"
msgstr "Registrar pago"

#. module: account_move_line_payment
#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
msgid "Remaining due days"
msgstr "Días hasta el vencimiento"

#. module: account_move_line_payment
#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
msgid "The date when the payment is due, or empty if it's done."
msgstr "La fecha en que vence el pago, o vacío si ya está hecho."
42 changes: 42 additions & 0 deletions account_move_line_payment/i18n/it.po
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@@ -0,0 +1,42 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_move_line_payment
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-08-07 17:58+0000\n"
"Last-Translator: mymage <[email protected]>\n"
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"X-Generator: Weblate 5.6.2\n"

#. module: account_move_line_payment
#: model:ir.model,name:account_move_line_payment.model_account_move_line
msgid "Journal Item"
msgstr "Movimento contabile"

#. module: account_move_line_payment
#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
msgid "Overdue"
msgstr "Scaduta"

#. module: account_move_line_payment
#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
msgid "Register Payment"
msgstr "Registra pagamento"

#. module: account_move_line_payment
#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
msgid "Remaining due days"
msgstr "Giorni alla scadenza"

#. module: account_move_line_payment
#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
msgid "The date when the payment is due, or empty if it's done."
msgstr "Data in cui scade il pagamento, o vuoto se eseguito."
42 changes: 42 additions & 0 deletions account_move_line_payment/i18n/pt_BR.po
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@@ -0,0 +1,42 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_move_line_payment
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-09-04 21:42+0000\n"
"Last-Translator: Luis Felipe Miléo <[email protected]>\n"
"Language-Team: none\n"
"Language: pt_BR\n"
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"X-Generator: Weblate 5.10.4\n"

#. module: account_move_line_payment
#: model:ir.model,name:account_move_line_payment.model_account_move_line
msgid "Journal Item"
msgstr "Item de diário"

#. module: account_move_line_payment
#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
msgid "Overdue"
msgstr "Vencido"

#. module: account_move_line_payment
#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
msgid "Register Payment"
msgstr "Registrar Pagamento"

#. module: account_move_line_payment
#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
msgid "Remaining due days"
msgstr "Dias restantes para o vencimento"

#. module: account_move_line_payment
#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
msgid "The date when the payment is due, or empty if it's done."
msgstr "A data de vencimento do pagamento, ou vazia se já estiver concluído."
1 change: 1 addition & 0 deletions account_move_line_payment/models/__init__.py
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from . import account_move_line
27 changes: 27 additions & 0 deletions account_move_line_payment/models/account_move_line.py
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# Copyright 2024 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)


from odoo import api, fields, models


class AccountMoveLine(models.Model):
_inherit = "account.move.line"

pending_due_date = fields.Date(
string="Remaining due days",
compute="_compute_pending_due_date",
help="The date when the payment is due, or empty if it's done.",
)

@api.depends("date_maturity", "matching_number")
def _compute_pending_due_date(self):
"""Establish due date for pending payments.

If a payment is matched, it means it's paid. We empty the field if the
payment is done, so the `remaining_days` widget is nicer for the user.
"""
matched = self.filtered("matching_number")
matched.pending_due_date = False
for move in self - matched:
move.pending_due_date = move.date_maturity
3 changes: 3 additions & 0 deletions account_move_line_payment/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
6 changes: 6 additions & 0 deletions account_move_line_payment/readme/CONFIGURE.md
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To use this module, if you're using Odoo CE:

#. Activate the developer mode.
#. Go to *Settings > Users & Companies > Groups*.
#. Edit *Technical / Show Full Accounting Features*.
#. Add yourself to *Users*
Loading