diff --git a/payment_status_in_sale/README.rst b/payment_status_in_sale/README.rst new file mode 100644 index 000000000..600e0a5e3 --- /dev/null +++ b/payment_status_in_sale/README.rst @@ -0,0 +1,46 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Sale Order Payment Status +========================= +* This module provides sale order payment details such as invoice status, amount due, date of payment and amount etc. + +Configuration +============= +* No additional configuration is needed to use this module. + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +======= +GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) +(https://www.gnu.org/licenses/agpl-3.0-standalone.html) + +Credits +------- +* Developer: (V15) Shyamgeeth PP, 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..771c6d146 --- /dev/null +++ b/payment_status_in_sale/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright(C) 2023-TODAY Cybrosys Technologies (). +# Author: Shyamgeeth P.P () +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..74ec68eaf --- /dev/null +++ b/payment_status_in_sale/__manifest__.py @@ -0,0 +1,42 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Shyamgeeth P.P () +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# along with this program. If not, see . +# +################################################################################ +{ + 'name': 'Sale Order Payment Status', + 'version': '15.0.1.0.0', + 'category': 'Sales', + 'summary': 'Sale order payment status, payment details and amount due', + 'description': """This module used to get the information regarding invoice + of the corresponding sale order in the sale order page. It includes sale + order payment status, payment details and 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.jpg'], + '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..ed5f2c292 --- /dev/null +++ b/payment_status_in_sale/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 06.01.2024 +#### Version 15.0.1.0.0 +##### 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..44d33d80e --- /dev/null +++ b/payment_status_in_sale/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright(C) 2023-TODAY Cybrosys Technologies (). +# Author: Shyamgeeth P.P () +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# 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..482032ad3 --- /dev/null +++ b/payment_status_in_sale/models/sale_order.py @@ -0,0 +1,140 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright(C) 2023-TODAY Cybrosys Technologies (). +# Author: Shyamgeeth P.P () +# +# This program is free software: you can modify +# it under the terms of the GNU Affero General Public License (AGPL) as +# published by the Free Software Foundation, either version 3 of the +# License, or (at your option) any later version. +# +# 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 for more details. +# +# You should have received a copy of the GNU Affero General Public License +# along with this program. If not, see . +# +################################################################################ +import json +from odoo import api, fields, models, _ + + +class SaleOrder(models.Model): + """Sale order model inherited for adding status of payment of sales.""" + _inherit = "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.Text(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. \ + filtered(lambda i: i.state == 'posted').mapped('payment_state') + status_length = len(payment_states) + if status_length != 0: + if 'partial' in payment_states: + order.payment_status = 'Partially Paid' + elif 'not_paid' in payment_states and status_length == 1: + order.payment_status = 'Not Paid' + elif 'not_paid' in payment_states and order.amount_due != \ + order.amount_total and status_length > 1: + order.payment_status = 'Partially 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_residual + rec.amount_due = amount_due + + @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 + for order in rec.invoice_ids: + if order.invoice_payments_widget != 'false': + for pay in json.loads(order.invoice_payments_widget)[ + 'content']: + payment.append(pay) + for order in rec.invoice_ids: + if order.invoice_payments_widget != 'false': + payment_line = json.loads(order.invoice_payments_widget) + payment_line['content'] = payment + rec.payment_details = json.dumps(payment_line) + break + + 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 a/payment_status_in_sale/static/description/assets/icons/check.png b/payment_status_in_sale/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/payment_status_in_sale/static/description/assets/icons/check.png differ diff --git a/payment_status_in_sale/static/description/assets/icons/cogs.png b/payment_status_in_sale/static/description/assets/icons/cogs.png new file mode 100644 index 000000000..95d0bad62 Binary files /dev/null and b/payment_status_in_sale/static/description/assets/icons/cogs.png differ diff --git a/payment_status_in_sale/static/description/assets/icons/consultation.png b/payment_status_in_sale/static/description/assets/icons/consultation.png new file mode 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+
+
+
+ +
+
+
+ Community +
+
+ Enterprise +
+ +
+
+
+
+ +
+
+
+

+ Sale Order Payment Status

+

+ Shows the payment status of the sale order

+ +
+
+



+
+
+
+ + + +
+
+

+ Overview +

+
+ +
+

+ The module will enables you to check the payment status on Sales + page.

+
+
+ + +
+
+

+ Features +

+
+
+
+ +
+
+

+ Shows Payment Status in Sale Order tree view.

+
+
+
+
+ +
+
+

+ Shows Amount Due in Sale Order form.

+
+
+
+
+ +
+
+

+ Shows Payment Details in the Sale Order form.

+
+
+
+
+ +
+
+

+ Payment can do from Sale Order form

+
+
+
+
+ +
+
+

+ Shows Payment Status in the Sale Order form view

+
+
+
+ +
+
+

+ Screenshots +

+
+
+

+ 1.SHOWS PAYMENT STATUS IN SALE ORDER TREE VIEW

+

+ This module will display the Payment Status in tree view of Sales. +

+ +
+ +
+

+ 2.SHOWS AMOUNT DUE IN SALE ORDER FORM.

+

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

+ + +
+ + +
+

+ 3.SHOWS PAYMENT DETAILS IN THE SALE ORDER FORM.

+

+ After an invoice is generated,user can register the payment using + "REGISTER PAYMENT" Button. Status is changed to "PAID" or "PARTIALLY PAID" state + and Payment Details will showed in the form. +

+ +
+ + +
+

+ 4.PAYMENT CAN DO FROM SALE ORDER FORM.

+

+ Once an invoice is created and confirmed. Then the "REGISTER PAYMENT" button enable on the Sale Order + form view and user can register the payment using that button. +

+ +
+ + +
+

+ 5.SHOWS PAYMENT STATUS IN THE SALE ORDER FORM VIEW.

+

+ Once an invoice is created and confirmed, it will shows the + Payment status on the Sale Order form view. +

+

+ Example 1 : PAID +

+ +

+ Example 2 : NOT PAID +

+ +

+ Example 3 : PARTIALLY PAID +

+ +
+
+ + +
+
+

Suggested + Products.

+
+ +
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+ +
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+
+
+ + + + + + + + + +
+
+
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Our Services

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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..4f9206308 --- /dev/null +++ b/payment_status_in_sale/views/sale_order_views.xml @@ -0,0 +1,86 @@ + + + + + sale.order.view.form.inherit.payment.status.in + .sale + + sale.order + + + + + + + + + + + + + + + + +