diff --git a/payment_status_in_sale/README.rst b/payment_status_in_sale/README.rst new file mode 100644 index 000000000..80f414d24 --- /dev/null +++ b/payment_status_in_sale/README.rst @@ -0,0 +1,48 @@ +.. 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 + +Sale Order Payment Status +========================= +Displays the payment status and details in the Sale Order. + +Configuration +============= +* No additional configuration is needed. + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +======= +Affero General Public License, v3.0 (AGPL v3). +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +* Developers: (V17) Shyamgeeth PP, + (V18) Aysha Shalin, + 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/payment_status_in_sale/__init__.py b/payment_status_in_sale/__init__.py new file mode 100644 index 000000000..c3924c90a --- /dev/null +++ b/payment_status_in_sale/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Aysha Shalin (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/payment_status_in_sale/__manifest__.py b/payment_status_in_sale/__manifest__.py new file mode 100644 index 000000000..e7979cd41 --- /dev/null +++ b/payment_status_in_sale/__manifest__.py @@ -0,0 +1,43 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Aysha Shalin (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': 'Sale Order Payment Status', + 'version': '18.0.1.0.0', + 'category': 'Sales', + 'summary': 'Displays the payment status and details in the Sale Order.', + 'description': """This module is used to display the invoice status of the + corresponding sale order in the form view. It provides details about the + sale order's payment status, payment information and the amount due.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['sale_management', 'account'], + 'data': [ + 'views/sale_order_views.xml' + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/payment_status_in_sale/doc/RELEASE_NOTES.md b/payment_status_in_sale/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..9d9e1e8a2 --- /dev/null +++ b/payment_status_in_sale/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 01.01.2025 +#### Version 18.0.1.0.0 +##### ADD +- Initial commit for Sale Order Payment Status diff --git a/payment_status_in_sale/models/__init__.py b/payment_status_in_sale/models/__init__.py new file mode 100644 index 000000000..272f7b479 --- /dev/null +++ b/payment_status_in_sale/models/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Aysha Shalin (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 sale_order diff --git a/payment_status_in_sale/models/sale_order.py b/payment_status_in_sale/models/sale_order.py new file mode 100644 index 000000000..62e750a05 --- /dev/null +++ b/payment_status_in_sale/models/sale_order.py @@ -0,0 +1,174 @@ +# -*- coding: utf-8 -*- +############################################################################### +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Aysha Shalin (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, _ + + +class SaleOrder(models.Model): + """ Extend the base Sale Order model to add custom fields and behaviors + for Sale Order Payment Status. """ + _inherit = "sale.order" + _description = 'Sale order' + + payment_status = fields.Char(string="Payment Status", + compute="_compute_payment_status", + help="Field to check the payment status of the" + " sale order") + payment_details = fields.Binary(string="Payment Details", + compute="_compute_payment_details", + help="Shows the payment done details " + "including date and amount") + amount_due = fields.Float(string="Amount Due", + compute='_compute_amount_due', + help="Shows the amount that in due for the " + "corresponding sale order") + invoice_state = fields.Char(string="Invoice State", + compute="_compute_invoice_state", + help="Field to check the invoice state of " + "sale order") + + @api.depends('invoice_ids') + def _compute_payment_status(self): + """ The function will compute the payment status of the sale order, if + an invoice is created for the corresponding sale order.Payment status + will be either in paid,not paid,partially paid, reversed etc. """ + for order in self: + order.payment_status = 'No invoice' + payment_states = order.invoice_ids.mapped('payment_state') + status_length = len(payment_states) + if 'partial' in payment_states: + order.payment_status = 'Partially Paid' + elif 'not_paid' in payment_states and any( + (True for x in ['paid', 'in_payment', 'partial'] if + x in payment_states)): + order.payment_status = 'Partially Paid' + elif 'not_paid' in payment_states and status_length == \ + payment_states.count('not_paid'): + order.payment_status = 'Not Paid' + elif 'paid' in payment_states and status_length == \ + payment_states.count('paid') and order.amount_due == 0: + order.payment_status = 'Paid' + elif 'paid' in payment_states and status_length == \ + payment_states.count('paid') and order.amount_due != 0: + order.payment_status = 'Partially Paid' + elif 'in_payment' in payment_states and status_length == \ + payment_states.count('in_payment'): + order.payment_status = 'In Payment' + elif 'reversed' in payment_states and status_length == \ + payment_states.count('reversed'): + order.payment_status = 'Reversed' + else: + order.payment_status = 'No invoice' + + @api.depends('invoice_ids') + def _compute_invoice_state(self): + """ The function will compute the state of the invoice , Once an invoice + is existing in a sale order. """ + for rec in self: + rec.invoice_state = 'No invoice' + for order in rec.invoice_ids: + if order.state == 'posted': + rec.invoice_state = 'posted' + elif order.state != 'posted': + rec.invoice_state = 'draft' + else: + rec.invoice_state = 'No invoice' + + @api.depends('invoice_ids') + def _compute_amount_due(self): + """The function is used to compute the amount due from the invoice and + if payment is registered.""" + for rec in self: + amount_due = 0 + for order in rec.invoice_ids: + amount_due = amount_due + (order.amount_total - + order.amount_residual) + rec.amount_due = rec.amount_total - amount_due + + def action_open_business_doc(self): + """ This method is intended to be used in the context of an + account.move record. + It retrieves the associated payment record and opens it in a new window. + + :return: A dictionary describing the action to be performed. + :rtype: dict """ + name = _("Journal Entry") + move = self.env['account.move'].browse(self.id) + res_model = 'account.payment' + res_id = move.payment_id.id + return { + 'name': name, + 'type': 'ir.actions.act_window', + 'view_mode': 'form', + 'views': [(False, 'form')], + 'res_model': res_model, + 'res_id': res_id, + 'target': 'current', + } + + def js_remove_outstanding_partial(self, partial_id): + """ Called by the 'payment' widget to remove a reconciled entry to the + present invoice. + + :param partial_id: The id of an existing partial reconciled with the + current invoice. + """ + self.ensure_one() + partial = self.env['account.partial.reconcile'].browse(partial_id) + return partial.unlink() + + @api.depends('invoice_ids') + def _compute_payment_details(self): + """ Compute the payment details from invoices and added into the sale + order form view. """ + for rec in self: + payment = [] + rec.payment_details = False + if rec.invoice_ids: + for line in rec.invoice_ids: + if line.invoice_payments_widget: + for pay in line.invoice_payments_widget['content']: + payment.append(pay) + for line in rec.invoice_ids: + if line.invoice_payments_widget: + payment_line = line.invoice_payments_widget + payment_line['content'] = payment + rec.payment_details = payment_line + break + rec.payment_details = False + + def action_register_payment(self): + """ Open the account.payment.register wizard to pay the selected journal + entries. + :return: An action opening the account.payment.register wizard. + """ + self.ensure_one() + return { + 'name': _('Register Payment'), + 'res_model': 'account.payment.register', + 'view_mode': 'form', + 'context': { + 'active_model': 'account.move', + 'active_ids': self.invoice_ids.ids, + }, + 'target': 'new', + 'type': 'ir.actions.act_window', + } diff --git 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ +
+
+
+
+

+ Shows the payment status of the sale order +

+

Sale Order Payment Status +

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

Key + Heighlights

+
+
+
+
+ +
+
+ Helps you to know the payment status +
+

+ This module will help you to know the + payment status in the sales page. +

+
+
+
+
+ +
+
+
+ Sale Order Payment Status +

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

+ +
+
+ +
+
+
+ + + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ Payment + + Status +

+
+
+

+ Shows Payment Status in Sale Order List view. +

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

+ Shows + + Amount Due +

+
+
+

+ Once an invoice is created, the payment + status is changed to "Not Paid" and + Amount due was shown on the form. +

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

+ Payment + Details + +

+
+
+

+ Upon creating an invoice and registering the payment + using "REGISTER PAYMENT" Button.The status will be + changed to either "PAID" or "PARTIALLY PAID" state + and Payment details will be shown on the form. +

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

+ Register Payment from + + Sale Order +

+
+
+

+ Once an invoice is created and confirmed, the + "REGISTER PAYMENT" button will be enabled on the + Sale Order form and user can register the payment. +

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

+ Shows Payment Status in Sale Order List View.

+
+
+
+
+
+
+
+ +
+

+ Shows Amount Due in Sale Order Form.

+
+
+
+
+
+
+
+ +
+

+ Shows Payment Details in the Sale Order Form.

+
+
+
+
+
+
+
+ +
+

+ Payment can be done from Sale Order Form.

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

+ While configuring a + backup, selecting + the Zip option will + include the + filestore in the + backup, while + choosing the Dump + option will create a + backup without the + filestore. +

+
+
+ +
+ +
+

+ Enable the "Remove + Old Backups" option + in the backup + creation view to + automatically delete + previous backups + based on the number + of days specified. +

+
+
+ +
+ +
+

+ Enable the "Notify + User" option and + specify a contact to + receive an email + containing a + detailed report with + the failure reason + and backup details. + This option will + also send an email + upon successful + backup. +

+
+
+ +
+ +
+

+ Select the backup + destination as local + storage and specify + a backup path to a + location on the + system to create + backups on your own + system. +

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

+ Latest Release 18.0.1.0.0 +

+ + 4th January, 2025 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • +
+
+
+
+
+
+
+
+
+
+ + + +
+

+ Related Products +

+ +
+ + +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/payment_status_in_sale/views/sale_order_views.xml b/payment_status_in_sale/views/sale_order_views.xml new file mode 100644 index 000000000..8dd65169d --- /dev/null +++ b/payment_status_in_sale/views/sale_order_views.xml @@ -0,0 +1,78 @@ + + + + + sales.order.view.form.inherit.payment.status.in + .sale + + sale.order + + + + + + + + + + + + + + + + +