SHEREEF PT
8 years ago
13 changed files with 341 additions and 0 deletions
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======================== |
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Account Credit Limit v10 |
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======================== |
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Account credit limit is a handy plugin for Odoo Accounting module to set a Credit limit for each Account. |
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The module will bring new fields total Credit, Debit and Balance in ‘Accounts tree view’ and ‘Account form view’. |
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The module also produce a warning message while making journal entries which will exceed the credit limit. |
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The features can simplify the credit evaluation |
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process of accounts like Customers accounts, Overdraft accounts, Bank accounts etc. |
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Features |
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======== |
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* Know Total Debit of an account. |
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* Know Total Credit of an account. |
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* Know Balance of the account. |
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* Set the Credit limit for accounts. |
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* Stop an account exceeding the credit limit. |
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Credits |
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======= |
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Nikhil Krishnan @ cybrosys, nikhil@cybrosys.in |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nikhil krishnan(nikhil@cybrosys.in) |
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# you can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# It is forbidden to publish, distribute, sublicense, or sell copies |
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# of the Software or modified copies of the Software. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. |
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# If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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import models |
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# -*- coding: utf-8 -*- |
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# |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nikhil krishnan(<https://www.cybrosys.com>) |
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# you can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# It is forbidden to publish, distribute, sublicense, or sell copies |
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# of the Software or modified copies of the Software. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. |
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# If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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{ |
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'name': 'Account Credit Limit', |
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'version': '10.0.1.0', |
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'summary': """Generate warning message when credit limit of an account is exceed.""", |
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'description': """Account credit limit is a handy plugin for Odoo Accounting module to set a Credit limit |
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for each Account. The module will bring new fields total Credit, Debit and Balance in ‘Accounts tree view’ and |
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‘Account form view’. The module also produce a warning message while making journal entries which will exceed |
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the credit limit. The features can simplify the credit evaluation process of accounts like Customers accounts, |
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Overdraft accounts, Bank accounts etc.""", |
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'author': 'Cybrosys Techno Solutions', |
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'company': 'Cybrosys Techno Solutions', |
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'website': 'https://www.cybrosys.com', |
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'category': 'Accounting', |
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'depends': ['account', 'account_accountant'], |
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'license': 'LGPL-3', |
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'data': ['views/account_credit_limit_view.xml'], |
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'demo': [], |
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'images': ['static/description/banner.jpg'], |
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'installable': True, |
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'auto_install': False, |
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} |
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import account |
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# -*- coding: utf-8 -*- |
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############################################################################## |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# Copyright (C) 2017-TODAY Cybrosys Technologies(<https://www.cybrosys.com>). |
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# Author: Nikhil krishnan(<https://www.cybrosys.com>) |
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# you can modify it under the terms of the GNU LESSER |
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# GENERAL PUBLIC LICENSE (LGPL v3), Version 3. |
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# |
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# It is forbidden to publish, distribute, sublicense, or sell copies |
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# of the Software or modified copies of the Software. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE |
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# GENERAL PUBLIC LICENSE (LGPL v3) along with this program. |
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# If not, see <https://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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from odoo import fields, api, _, models |
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from odoo.exceptions import Warning |
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class AccountAccount(models.Model): |
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_inherit = 'account.account' |
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@api.depends('credit', 'debit', 'balance') |
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@api.multi |
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def get_credit_debit_balance(self): |
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print "get_credit_debit_balance", self |
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for obj in self: |
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credit = 0 |
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debit = 0 |
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account_lines = self.env['account.move.line'].search([('account_id', '=', obj.id)]) |
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for line in account_lines: |
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credit += line.credit |
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debit += line.debit |
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obj.credit = credit |
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obj.debit = debit |
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obj.balance = debit - credit |
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credit = fields.Float(string='Credit', compute='get_credit_debit_balance') |
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debit = fields.Float(string='Debit', compute='get_credit_debit_balance') |
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balance = fields.Float(string='Balance', compute='get_credit_debit_balance') |
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account_credit_limit = fields.Float(string='Credit Limit', Help="Credit Limit for this particular Account.") |
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class AccountMove(models.Model): |
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_inherit = "account.move" |
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@api.model |
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def create(self, vals): |
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credit = 0 |
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debit = 0 |
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if "line_ids" in vals.keys(): |
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for line in vals['line_ids']: |
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if line[2]['credit']: |
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account = self.env['account.account'].browse(line[2]['account_id']) |
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account_lines = self.env['account.move.line'].search([('account_id', '=', account.id)]) |
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for lines in account_lines: |
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credit += lines.credit |
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debit += lines.debit |
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if account.account_credit_limit: |
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if (credit+line[2]['credit'] - debit) > account.account_credit_limit: |
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raise Warning(_('Limit will Exceed .! \n Making this transaction will exceed the limit ' |
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'defined for " %s " account') % account.name) |
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result = super(AccountMove, self).create(vals) |
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return result |
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@api.multi |
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def write(self, vals): |
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if "line_ids" in vals.keys(): |
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for line in vals['line_ids']: |
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account_lines = self.env['account.move.line'].browse(line[1]) |
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if line[2]: |
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if 'account_id' in line[2]: |
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if line[2]['account_id']: |
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account = self.env['account.account'].browse(line[2]['account_id']) |
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if account.account_credit_limit: |
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if 'debit' in line[2]: |
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new_debit = line[2]['debit'] |
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else: |
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new_debit = account_lines.debit |
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if 'credit' in line[2]: |
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new_credit = line[2]['credit'] |
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else: |
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new_credit = account_lines.credit |
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if (account.credit + new_credit - new_debit - account.debit) > account.account_credit_limit: |
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raise Warning( |
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_('Limit will Exceed .! \n Making this transaction will exceed the limit ' |
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'defined for " %s " account') % account.name) |
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else: |
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account = account_lines.account_id |
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if account.account_credit_limit: |
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if 'debit' in line[2]: |
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if line[2]['debit']: |
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old_debit = account_lines.debit |
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if (account.credit - line[2]['debit'] - account.debit + old_debit) > account.account_credit_limit: |
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raise Warning( |
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_('Limit will Exceed .! \n Making this transaction will exceed the limit ' |
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'defined for " %s " account') % account.name) |
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if 'credit' in line[2]: |
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if line[2]['credit']: |
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old_credit = account_lines.credit |
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if (account.credit+line[2]['credit']-account.debit-old_credit) > account.account_credit_limit: |
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raise Warning( |
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_('Limit will Exceed .! \n Making this transaction will exceed the limit ' |
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'defined for " %s " account') % account.name) |
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result = super(AccountMove, self).write(vals) |
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return result |
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After Width: | Height: | Size: 62 KiB |
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After Width: | Height: | Size: 36 KiB |
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After Width: | Height: | Size: 38 KiB |
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After Width: | Height: | Size: 102 KiB |
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After Width: | Height: | Size: 50 KiB |
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After Width: | Height: | Size: 35 KiB |
@ -0,0 +1,105 @@ |
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<h2 class="oe_slogan">Account Credit Limit</h2> |
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<h3 class="oe_slogan">Get total credit, total debit, balance of each account.</h3> |
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<h3 class="oe_slogan">Set credit limits for accounts.</h3> |
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<h4 class="oe_slogan"><a href="https://www.cybrosys.com">Cybrosys Technologies</a> </h4> |
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</div> |
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<div class="oe_row oe_spaced"> |
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<h4><p style="margin-left: 42px;">Major Features:</p></h4> |
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<ul> |
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<li style="list-style:none !important;"><span style="color:green;"> ★</span> Know Total Debit of an account.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ★</span> Know Total Credit of an account.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ★</span> Know Balance of the account.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ★</span> Set the Credit limit for accounts.</li> |
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<li style="list-style:none !important;"><span style="color:green;"> ★</span> Stop an account exceeding the credit limit.</li> |
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</ul> |
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</div> |
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</div> |
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</section> |
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_picture"> |
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<h3 class="oe_slogan">Overview</h3> |
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<p class="oe_mt32"> Account credit limit is a handy plugin for Odoo Accounting module to set a Credit limit for each Account. The module will bring new fields total Credit, Debit and Balance in ‘Accounts tree view’ and ‘Account form view’. The module also produce a warning message while making journal entries which will exceed the credit limit. |
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The features can simplify the credit evaluation process of accounts like Customers accounts, Overdraft accounts, Bank accounts etc.</p> |
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</div> |
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</div> |
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</section> |
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<p><h1>Account List/Tree view</h1> </p> |
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<p class="oe_mt32"> |
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<p>Install the module and open chart of Accounts.</p> |
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</p> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="Tree view account.png"> |
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</div> |
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</div> |
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<div class="oe_span12"> |
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<p class="oe_mt32"> |
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<p>You can see that a new tree view is created here which lists Debit, Credit, and Balance of the respective accounts.</p> |
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</p> |
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</div> |
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</div> |
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</section> |
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|
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<section class="oe_container oe_dark"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<p><h1>Account Form view</h1> </p> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="Cash.png"> |
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</div> |
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</div> |
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<div class="oe_span12"> |
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<p class="oe_mt32"> |
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<p>The fields i.e. Debit, Credit, and Balance will be displayed in individual account form also. |
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From here you can set the credit limit for the individual account.</p> |
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</p> |
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</div> |
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</div> |
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</section> |
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<section class="oe_container"> |
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<div class="oe_row oe_spaced"> |
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<div class="oe_span12"> |
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<p><h1>Warning</h1> </p> |
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<p class="oe_mt32"> |
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<p>The app will pop up a warning message while you make a journal entry which exceeds the credit limit.</p> |
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</p> |
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<div class="oe_demo oe_picture oe_screenshot"> |
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<img src="Warning.png"> |
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</div> |
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</div> |
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</div> |
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</section> |
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<section class="oe_container"> |
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<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2> |
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<div class="oe_slogan" style="margin-top:10px !important;"> |
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<div> |
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<a class="btn btn-primary btn-lg mt8" |
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style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i |
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class="fa fa-envelope"></i> Email </a> <a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/contact/"><i |
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class="fa fa-phone"></i> Contact Us </a> <a |
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;" |
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href="https://www.cybrosys.com/odoo-customization-and-installation/"><i |
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class="fa fa-check-square"></i> Request Customization </a> |
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</div> |
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<br> |
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block"> |
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<div> |
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<a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td> |
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<a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td> |
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<a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td> |
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<a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td> |
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<a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td> |
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</div> |
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</div> |
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</section> |
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@ -0,0 +1,31 @@ |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<data> |
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<record id="view_account_credit_limit_form" model="ir.ui.view"> |
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<field name="name">account.account.form</field> |
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<field name="model">account.account</field> |
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<field name="inherit_id" ref="account.view_account_form"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//field[@name='deprecated']" position="after"> |
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<field name="debit"/> |
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<field name="credit"/> |
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<field name="balance"/> |
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<field name="account_credit_limit"/> |
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</xpath> |
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</field> |
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</record> |
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<record id="view_account_credit_limit_list" model="ir.ui.view"> |
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<field name="name">account.account.list</field> |
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<field name="model">account.account</field> |
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<field name="inherit_id" ref="account.view_account_list"/> |
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<field name="arch" type="xml"> |
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<xpath expr="//field[@name='name']" position="after"> |
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<field name="debit" invisible="True"/> |
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<field name="credit" invisible="True"/> |
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<field name="balance"/> |
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</xpath> |
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</field> |
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</record> |
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</data> |
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</odoo> |
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