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[16.0] [MIG] sale_payment_sheet #2554

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236a70a
[ADD] sale_payment_sheet: New module
sergio-teruel Dec 7, 2020
03113ad
[ADD] sale_payment_sheet: Allow add refund invoices to payment sheets
sergio-teruel Feb 24, 2021
3a8aec0
[ADD] sale_payment_sheet: Add total amount in tree view
sergio-teruel Apr 27, 2021
143716b
[IMP] sale_payment_sheet: Allow to group statement lines by reference
sergio-teruel May 5, 2021
db27286
[ADD] sale_payment_sheet: Avoid take an invoice that it already is on…
sergio-teruel Jul 8, 2021
677df20
[IMP] sale_payment_sheet: black, isort, prettier
cesar-tecnativa Jun 6, 2022
5f08fbf
[MIG] sale_payment_sheet: Migration to 15.0
cesar-tecnativa Jun 6, 2022
46f9417
[IMP] sale_payment_sheet: Show invoices in wizard payments and improv…
cesar-tecnativa Aug 11, 2022
1f5de3b
[FIX] sale_payment_sheet: Fix to v15
sergio-teruel Aug 21, 2022
7c461d4
[UPD] Update sale_payment_sheet.pot
Aug 24, 2022
02445c4
[UPD] README.rst
OCA-git-bot Aug 24, 2022
3119307
[IMP] sale_payment_sheet: Display partner shipping as optional in inv…
sergio-teruel Sep 8, 2022
a70f6ea
sale_payment_sheet 15.0.1.1.0
OCA-git-bot Sep 13, 2022
820b3da
[FIX] Update deprecated unit tests
Oct 11, 2022
b837452
sale_payment_sheet 15.0.1.1.1
OCA-git-bot Oct 20, 2022
9b6358c
[IMP] sale_payment_sheet: Remove redundant default on related field.
victoralmau Nov 29, 2022
3421915
sale_payment_sheet 15.0.1.1.2
OCA-git-bot Nov 29, 2022
8a83526
[IMP] sale_payment_sheet: pre-commit stuff
angelmoya Jun 6, 2023
6fb6989
[MIG] sale_payment_sheet: Migration to 16.0
angelmoya Jun 6, 2023
8b79c7a
[IMP] sale_payment_sheet: add more tests and fix version
angelmoya Jun 7, 2023
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121 changes: 121 additions & 0 deletions sale_payment_sheet/README.rst
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==================
Sale payment sheet
==================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/sale-workflow/tree/16.0/sale_payment_sheet
:alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-workflow-15-0/sale-workflow-15-0-sale_payment_sheet
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/167/16.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows salesmen to register payments in a new document called payment sheet, accessible only with the sales permission.
This sheet includes the paid amount, and an optional reference to which invoice(s) is(are) being paid.
This payment sheet will generate a bank statement when confirmed.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module, you need to:

#. Go to Settings > User and Companies > Users
#. Select the allowed journals to register payments

Usage
=====

To use this module, you need to:

Create manual payment sheet:

#. Go to Sales > Orders > Payments.
#. Create new payment sheet.

You can pay invoices directly, to do this:

#. Go to Sales > Orders > Invoices.
#. Select some invoices to pay.
#. Click on Action > Sale invoice payment.
#. A wizard will be displayed and select journal and put amount that you want
to pay.

Payment one invoice:

#. Go to Sales > Orders > Invoices.
#. Enter to invoice form.
#. Click "register payment".
#. A wizard will be displayed and select journal and put amount that you want
to pay.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_payment_sheet%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com/>`__:

* Carlos Dauden
* Sergio Teruel
* César A. Sánchez

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
:target: https://github.com/sergio-teruel
:alt: sergio-teruel

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel|

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/16.0/sale_payment_sheet>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions sale_payment_sheet/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import models
from . import wizards
28 changes: 28 additions & 0 deletions sale_payment_sheet/__manifest__.py
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# Copyright 2020 Tecnativa - Carlos Dauden
# Copyright 2020 Tecnativa - Sergio Teruel
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Sale payment sheet",
"summary": "Allow to create invoice payments to commercial users without "
"accounting permissions",
"version": "16.0.1.0.0",
"development_status": "Beta",
"category": "Account",
"website": "https://github.com/OCA/sale-workflow",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["sergio-teruel"],
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": ["sale", "account"],
"data": [
"security/ir.model.access.csv",
"security/security.xml",
"report/report_sale_payment_sheet_summary.xml",
"report/sale_payment_sheet_report.xml",
"views/res_users_views.xml",
"views/sale_payment_sheet_views.xml",
"views/sale_payment_sheet_menu.xml",
"wizards/sale_invoice_payment_view.xml",
],
}
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