diff --git a/total_payable_receivable/README.rst b/total_payable_receivable/README.rst new file mode 100644 index 000000000..84dbb5ba2 --- /dev/null +++ b/total_payable_receivable/README.rst @@ -0,0 +1,47 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Payable And Receivable Amount +============================= +This module will make total payable and receivable value in customer and vendor form. + +Configuration +============= +* No additional configurations needed + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +======= +Affero General Public License, version 3 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +Developer : (V18) Ammu Raj, Ayana KP, +Contact: odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://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 `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/total_payable_receivable/__init__.py b/total_payable_receivable/__init__.py new file mode 100644 index 000000000..cb4455885 --- /dev/null +++ b/total_payable_receivable/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import models diff --git a/total_payable_receivable/__manifest__.py b/total_payable_receivable/__manifest__.py new file mode 100644 index 000000000..d07573c68 --- /dev/null +++ b/total_payable_receivable/__manifest__.py @@ -0,0 +1,42 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +{ + 'name': 'Payable And Receivable Amount', + 'version': '18.0.1.0.0', + 'category': 'Accounting', + 'summary': """Amount Payable & Receivable In Partner Form""", + 'description': "Shows Amount Payable & Receivable In customer/vendor Form", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['account'], + 'data': [ + 'views/res_partner_views.xml', + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} + diff --git a/total_payable_receivable/doc/RELEASE_NOTES.md b/total_payable_receivable/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..8bfc8b58f --- /dev/null +++ b/total_payable_receivable/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 11.11.2024 +#### Version 18.0.1.0.0 +#### ADD +- Initial commit for Payable And Receivable Amount diff --git a/total_payable_receivable/models/__init__.py b/total_payable_receivable/models/__init__.py new file mode 100644 index 000000000..ca1b7fdfc --- /dev/null +++ b/total_payable_receivable/models/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from . import res_partner diff --git a/total_payable_receivable/models/res_partner.py b/total_payable_receivable/models/res_partner.py new file mode 100644 index 000000000..3e1967608 --- /dev/null +++ b/total_payable_receivable/models/res_partner.py @@ -0,0 +1,84 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Ammu Raj (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL 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 AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +############################################################################### +from odoo import api, fields, models +from odoo.tools import SQL + + +class ResPartner(models.Model): + """Inheriting res_partner model""" + _name = 'res.partner' + _inherit = 'res.partner' + + partner_credit = fields.Monetary(compute='_compute_partner_credit', + string='Total Receivable', + help="Total amount this customer owes you." + ) + partner_debit = fields.Monetary(compute='_compute_partner_credit', + string='Total Payable', + help="Total amount you have to pay to this " + "vendor.") + + @api.depends_context('company') + def _compute_partner_credit(self): + """ + Retrieve the total receivable and payable amounts from customers + for the current company. + """ + query = self.env['account.move.line']._where_calc([ + ('parent_state', '=', 'posted'), + ('company_id', 'child_of', self.env.company.root_id.id) + ]) + self.env['account.move.line'].flush_model( + ['account_id', 'amount_residual', 'company_id', 'parent_state', + 'partner_id', 'reconciled'] + ) + self.env['account.account'].flush_model(['account_type']) + sql = SQL(""" + SELECT account_move_line.partner_id, a.account_type, SUM(account_move_line.amount_residual) + FROM %s + LEFT JOIN account_account a ON (account_move_line.account_id=a.id) + WHERE a.account_type IN ('asset_receivable','liability_payable') + AND account_move_line.partner_id IN %s + AND account_move_line.reconciled IS NOT TRUE + AND %s + GROUP BY account_move_line.partner_id, a.account_type + """, + query.from_clause, + tuple(self.ids), + query.where_clause or SQL("TRUE"), + ) + treated = self.browse() + for pid, account_type, val in self.env.execute_query(sql): + partner = self.browse(pid) + if account_type == 'asset_receivable': + partner.partner_credit = val + if partner not in treated: + partner.partner_debit = False + treated |= partner + elif account_type == 'liability_payable': + partner.partner_debit = -val + if partner not in treated: + partner.partner_credit = False + treated |= partner + remaining = (self - treated) + remaining.partner_debit = False + remaining.partner_credit = False diff --git a/total_payable_receivable/static/description/assets/cybro-icon.png b/total_payable_receivable/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and b/total_payable_receivable/static/description/assets/cybro-icon.png differ diff --git a/total_payable_receivable/static/description/assets/cybro-odoo.png b/total_payable_receivable/static/description/assets/cybro-odoo.png new file mode 100644 index 000000000..ed02e07a4 Binary files /dev/null and b/total_payable_receivable/static/description/assets/cybro-odoo.png differ diff --git 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+ Display Total Payable & Receivable Amount In Partner Form. +

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Payable And Receivable Amount +

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Key + Highlights

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+ Displaying Amount payable. +
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+ Amount payable is shown in the + partner form.

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+ Displaying Amount Receivable. +
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+ Amount receivable is shown in the + partner form. +

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+ Compatibility +
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+ Designed to work with both Odoo Community and Enterprise editions. +

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+ Payable And Receivable Amount +

+ Are you ready to make your business more + organized? +
Improve now! +

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+ Amount payable and receivable Fields + + Menu +

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+ Screenshot of the partner form is shown + above. The fields 'Total Payable' and 'Total + Receivable' is inside the Sales & Purchase + tab under the section Sales +

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+ Amount payable and receivable is shown in the + partner form.

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+ Simple and less time-consuming.

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+ The amounts payable and receivable for each partner are displayed directly in the partner form. Simply navigate to the partner record, and you will see the relevant financial information prominently listed in the overview section. +

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+ The module automatically calculates the amounts payable and receivable based on transactions linked to the partner, including invoices, payments, and credits. This ensures that you always have up-to-date financial information at your fingertips. +

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+ Yes, you can customize the partner form to display additional information if needed. Using Odoo Studio, you can modify the layout and add or remove fields to tailor the form to your specific requirements, ensuring you have all relevant details visible at a glance. +

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+ Latest Release 18.0.1.0.0 +

+ + 1st October, 2024 + +
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+ Add +
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  • + Initial Commit +
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+ Related Products +

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+ Our Services

+ +
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+ + + + + + diff --git a/total_payable_receivable/views/res_partner_views.xml b/total_payable_receivable/views/res_partner_views.xml new file mode 100644 index 000000000..626fa2c86 --- /dev/null +++ b/total_payable_receivable/views/res_partner_views.xml @@ -0,0 +1,18 @@ + + + + + + res.partner.view.form.inherit.total_payable_receivable + + res.partner + + + + + + + + +