diff --git a/progress_billing/README.rst b/progress_billing/README.rst new file mode 100644 index 000000000..44d5209d3 --- /dev/null +++ b/progress_billing/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html + :alt: License: LGPL-3 + +Customer Progress Billing +================================================ +* Customer Progress Billing Module for Odoo 16 + +Installation +============ + - www.odoo.com/documentation/16.0/setup/install.html + - Install our custom addon + +License +------- +General Public License, Version 3 (LGPL v3). +(https://www.odoo.com/documentation/user/16.0/legal/licenses/licenses.html) + +Company +------- +* `Cybrosys Techno Solutions `__ + +Credits +------- +* Developer: Cybrosys Techno Solutions + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit https://www.cybrosys.com + +Further information +=================== +HTML Description: ``__ + diff --git a/progress_billing/__init__.py b/progress_billing/__init__.py new file mode 100644 index 000000000..7b2c59c1c --- /dev/null +++ b/progress_billing/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import models diff --git a/progress_billing/__manifest__.py b/progress_billing/__manifest__.py new file mode 100644 index 000000000..ae77d7b3d --- /dev/null +++ b/progress_billing/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +{ + 'name': "Customer Progress Billing", + 'version': '16.0.1.0.0', + 'category': 'Accounting', + 'summary': """ Customer Invoice as Progress Billing for Project Odoo """, + 'description': """ Progress Billing for Analytic Account / Project """, + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'images': ['static/description/banner.png'], + 'website': "https://www.cybrosys.com", + 'depends': ['base', 'account', 'analytic'], + 'data': [ + 'reports/progress_billing_reports.xml', + 'reports/progress_billing_report_templates.xml', + 'views/analytic_account_views.xml', + 'views/account_move_views.xml', + ], + 'license': 'LGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/progress_billing/doc/RELEASE_NOTES.md b/progress_billing/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..e58e23178 --- /dev/null +++ b/progress_billing/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 10.05.2023 +#### Version 16.0.1.0.0 +#### ADD +- Initial commit for Customer Progress Billing diff --git a/progress_billing/models/__init__.py b/progress_billing/models/__init__.py new file mode 100644 index 000000000..e0f082361 --- /dev/null +++ b/progress_billing/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from . import analytic_account +from . import account_move diff --git a/progress_billing/models/account_move.py b/progress_billing/models/account_move.py new file mode 100644 index 000000000..d9cb8e762 --- /dev/null +++ b/progress_billing/models/account_move.py @@ -0,0 +1,144 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import api, fields, models + + +class InvoiceInherit(models.Model): + """ + A class that inherits the currently existing model account.move + """ + _inherit = 'account.move' + + progress_bill_title = fields.Char(string='Progress Billing Title', + help='Give a title for the progress billing') + project_id = fields.Many2one('account.analytic.account', string='Project', + copy=False, + help='Corresponding analytic account for the invoice') + total_progress_billing = fields.Float(string="Total Progress Billing", + related='project_id.total_progress_billing', + copy=False, store=True, + help='Total Progress Billing of the corresponding analytic account') + invoice_to_date = fields.Float(string="Invoice To Date", + compute='_compute_invoice_to_date', + copy=False, + store=True, + help='The amount invoiced for the analytic account till this invoice') + remaining_progress_billing = fields.Float( + string="Remaining Progress Billing", + compute='_compute_remaining_progress_billing', + copy=False, store=True, + help='The remaining amount to invoice for the analytic account') + previously_invoice = fields.Float(string="Previously Invoiced", + compute='_compute_previously_invoiced', + copy=False, + store=True, + help='How much amount previously invoiced') + previously_invoice_due = fields.Float(string="Previously Invoiced Due", + compute='_compute_previously_invoiced', + copy=False, store=True, + help='How much amount due previously invoiced') + current_invoice = fields.Float(string="Current Invoiced", + compute='_compute_current_invoiced', + copy=False, + store=True, + help='Currently how much amount invoiced') + less_paid_amount = fields.Float(string="Less Paid Amount", + compute='_compute_less_paid_amount', + copy=False, + store=True, + help='The total amount residual') + total_due = fields.Float(string="Total Due", compute='_compute_total_due', + copy=False, store=True, help='The total due') + + @api.depends('project_id', 'amount_total') + def _compute_invoice_to_date(self): + """ + Computes invoice to date depending on project_id and amount_total + """ + for rec in self: + rec.invoice_to_date = 0 + if rec.project_id: + invoice = self.search( + ['|', ('state', 'in', ['posted']), ('payment_state', 'in', ['paid']), + ('move_type', '=', 'out_invoice'), + ('partner_id', '=', rec.partner_id.id), + ('project_id', '=', rec.project_id.id)]) + for val in invoice: + rec.invoice_to_date = rec.invoice_to_date + val.amount_total + + @api.depends('total_progress_billing', 'invoice_to_date') + def _compute_remaining_progress_billing(self): + """ + Computes remaining_progress_billing depending on + total_progress_billing and invoice_to_date + """ + for rec in self: + rec.remaining_progress_billing = rec.total_progress_billing - rec.invoice_to_date + + @api.depends('project_id', 'amount_total', 'amount_residual') + def _compute_previously_invoiced(self): + """ + Computes previously_invoice and previously_invoice_due depending + on project_id, amount_total and amount_residual + """ + for rec in self: + rec.previously_invoice = 0 + rec.previously_invoice_due = 0 + if rec.project_id: + invoice = self.search(['|', ('state', 'in', ['posted']), + ('payment_state', 'in', ['paid']), + ('move_type', '=', 'out_invoice'), + ('partner_id', '=', rec.partner_id.id), + ('project_id', '=', rec.project_id.id)]) + if len(invoice) == 1: + rec.previously_invoice = 0 + if len(invoice) > 1: + rec.previously_invoice = 0 + for val in invoice: + if val.id != rec.id: + rec.previously_invoice += val.amount_total + rec.previously_invoice_due += val.amount_residual + + @api.depends('amount_total') + def _compute_current_invoiced(self): + """ + Computes current_invoice depending on amount_total + """ + for rec in self: + rec.current_invoice = rec.amount_total + + @api.depends('amount_residual') + def _compute_less_paid_amount(self): + """ + Computes less_paid_amount depending on amount_residual + """ + for rec in self: + rec.less_paid_amount = rec.amount_residual + + @api.depends('less_paid_amount', 'previously_invoice', 'current_invoice') + def _compute_total_due(self): + """ + Computes total_due depending on less_paid_amount, + previously_invoice and current_invoice + """ + for rec in self: + rec.total_due = rec.previously_invoice_due + rec.less_paid_amount diff --git a/progress_billing/models/analytic_account.py b/progress_billing/models/analytic_account.py new file mode 100644 index 000000000..c1b081fe7 --- /dev/null +++ b/progress_billing/models/analytic_account.py @@ -0,0 +1,33 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# You can modify it under the terms of the GNU LESSER +# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. +# +# This program is distributed in the hope that it will be useful, +# but WITHOUT ANY WARRANTY; without even the implied warranty of +# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the +# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. +# +# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE +# (LGPL v3) along with this program. +# If not, see . +# +############################################################################# +from odoo import fields, models + + +class AnalyticAccountInherit(models.Model): + """ + A class that inherits the currently existing model account.analytic.account + """ + _inherit = 'account.analytic.account' + + total_progress_billing = fields.Float(string='Total Progress Billing', + copy=False, + help='Set the total progress billing for the analytic account') diff --git a/progress_billing/reports/progress_billing_report_templates.xml b/progress_billing/reports/progress_billing_report_templates.xml new file mode 100644 index 000000000..4026de0ae --- /dev/null +++ b/progress_billing/reports/progress_billing_report_templates.xml @@ -0,0 +1,128 @@ + + + + + \ No newline at end of file diff --git a/progress_billing/reports/progress_billing_reports.xml b/progress_billing/reports/progress_billing_reports.xml new file mode 100644 index 000000000..9bb6abed0 --- /dev/null +++ b/progress_billing/reports/progress_billing_reports.xml @@ -0,0 +1,13 @@ + + + + + Process Billing PDF Report + account.move + qweb-pdf + progress_billing.report_progress_billing + progress_billing.report_progress_billing + + report + + \ No newline at end of file diff --git a/progress_billing/static/description/assets/icons/check.png b/progress_billing/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/progress_billing/static/description/assets/icons/check.png differ diff --git a/progress_billing/static/description/assets/icons/chevron.png b/progress_billing/static/description/assets/icons/chevron.png new file mode 100644 index 000000000..2089293d6 Binary files /dev/null and b/progress_billing/static/description/assets/icons/chevron.png differ 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+ +

+ Customer Progress Billing

+

+ Customer Invoice as Progress Billing for Project

+ + +
+
+
+ + +
+ + +
+
+ +
+

Explore This + Module

+
+ + + + +
+
+ +
+

Overview +

+
+
+
+ This application enables your accounting users to generate progress billing, + which can be exported as a PDF document. They can then share this billing with + customers for project-related invoicing +
+
+ + + +
+
+ +
+

Features +

+
+
+
+
+ + Community Support. +
+
+ + + Set Total Progress Billing Amount on the analytic account +
+
+ + + System adds a progress billing title on the customer invoice + +
+
+ + + Print progress billing pdf reports +
+
+ + + +
+
+ +
+

Screenshots +

+
+
+
+ +
+

Analytic Accounts Menu

+ +
+ +
+

Analytic Accounts Form View

+

+ You can set Total Progress Billing field on Analytic Account Form.

+ +
+ +
+

Invoices Menu

+ +
+ +
+

Customer Invoice with Progress Billing Details

+ +
+ +
+

Progress Billing PDF Report on Customer Invoice Form

+ +
+ +
+

PDF Report

+ +
+ +
+

Customer Invoice with Progress Billing Details

+ +
+ +
+

Customer Invoice with Progress Billing Details

+ +
+ +
+

Customer Invoice with Progress Billing Details

+ +
+ +
+

PDF Report

+ +
+ +
+
+ + + +
+
+ +
+

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Need Help?

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Got questions or need help? Get in touch.

+ +

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+91 86068 + 27707

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+ \ No newline at end of file diff --git a/progress_billing/views/account_move_views.xml b/progress_billing/views/account_move_views.xml new file mode 100644 index 000000000..d5692666c --- /dev/null +++ b/progress_billing/views/account_move_views.xml @@ -0,0 +1,42 @@ + + + + + account.move.view.form.inherit.progress.billing + account.move + + + + + + + + + + + + + + + + + + + + + + + + + \ No newline at end of file diff --git a/progress_billing/views/analytic_account_views.xml b/progress_billing/views/analytic_account_views.xml new file mode 100644 index 000000000..895cbb6a0 --- /dev/null +++ b/progress_billing/views/analytic_account_views.xml @@ -0,0 +1,14 @@ + + + + + account.analytic.account.view.form.inherit.progress.billing + + account.analytic.account + + + + + + + \ No newline at end of file