Merge PR #709 into 16.0

Signed-off-by HaraldPanten

account_move_line_payment/README.rst

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+=====================
+Register due payments
+=====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:b954e30cc41e6c3b424294b7eff1a2e1968588e534affb4f5275962087e9981d
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment
+    :alt: OCA/account-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-payment-16-0/account-payment-16-0-account_move_line_payment
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of accounting to let you quickly
+find which journal items are due today and register payments for them
+individually, even if they are partial invoice payments. They also get
+appropriately matched automatically.
+
+In simpler words, you can find and register due payments, regardless if
+the invoice had one or more payment terms.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+This module was developed because in the invoices list view, Odoo only
+displays the due date of each invoice's last payment. However, most
+times you only need to know which payments are due *today*, even if
+there's a later payment for that invoice.
+
+At the same time, if you register a partial payment, Odoo will match it
+only partially, even when that was the expected payment due.
+
+When there are a lot of partial payments, it becomes impossible to
+handle manually without a module like this one.
+
+Configuration
+=============
+
+To use this module, if you're using Odoo CE:
+
+#. Activate the developer mode. #. Go to *Settings > Users & Companies >
+Groups*. #. Edit *Technical / Show Full Accounting Features*. #. Add
+yourself to *Users*
+
+Usage
+=====
+
+To find unmatched payments due today (or before):
+
+1. Go to *Accounting > Accounting > Journals > Journal Items*.
+2. Go to *Filters > Overdue*.
+3. Filter also by *Filters > Receivable* or *Filters > Payable*. You
+   can't mix both in the next step.
+4. Select all payments to pay.
+5. Click on *Actions > Register payment*.
+6. Register the payment as you usually do from the invoices view.
+
+Only those payments that you selected will be registered. They will
+become fully matched.
+
+Known issues / Roadmap
+======================
+
+-  To use this new feature, you need full accounting permissions (a.k.a.
+   Bookkeeper).
+-  Invoicing users should be able too.
+-  A good improvement would be to display *Next due date* in invoices
+   views.
+-  Also to allow somehow paying only overdue payments when using the
+   register payment wizard.
+-  This feature already exists in Odoo 17 under *Invoicing >
+   Customers/Vendors > Amounts to settle*, so there's no need to
+   forward-port this module.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-payment/issues/new?body=module:%20account_move_line_payment%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
+-------
+
+* Moduon
+
+Contributors
+------------
+
+-  Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
+-  Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
+
+Other credits
+-------------
+
+The development of this module has been financially supported by:
+
+-  `Moduon Team S.L. <https://www.moduon.team/>`__
+
+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-yajo| image:: https://github.com/yajo.png?size=40px
+    :target: https://github.com/yajo
+    :alt: yajo
+.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
+    :target: https://github.com/rafaelbn
+    :alt: rafaelbn
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-yajo| |maintainer-rafaelbn| 
+
+This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_move_line_payment/__init__.py

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+from . import models
+
+# from . import wizards
+# from . import controllers
+# from . import report
+# from .hooks import pre_init_hook, post_load, post_init_hook, uninstall_hook

account_move_line_payment/__manifest__.py

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+# Copyright 2024 Moduon Team S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
+
+{
+    "name": "Register due payments",
+    "summary": "Register only due payments",
+    "version": "16.0.1.0.0",
+    "development_status": "Alpha",
+    "category": "Accounting/Payment",
+    "website": "https://github.com/OCA/account-payment",
+    "author": "Moduon, Odoo Community Association (OCA)",
+    "maintainers": ["yajo", "rafaelbn"],
+    "license": "LGPL-3",
+    "application": False,
+    "auto_install": False,
+    "depends": ["account"],
+    "data": [
+        "views/account_move_line_view.xml",
+    ],
+}

account_move_line_payment/i18n/account_move_line_payment.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_move_line_payment
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-02-20 13:09+0000\n"
+"PO-Revision-Date: 2024-02-20 13:09+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_move_line_payment
+#: model:ir.model,name:account_move_line_payment.model_account_move_line
+msgid "Journal Item"
+msgstr ""
+
+#. module: account_move_line_payment
+#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
+msgid "Overdue"
+msgstr ""
+
+#. module: account_move_line_payment
+#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
+msgid "Register Payment"
+msgstr ""
+
+#. module: account_move_line_payment
+#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
+msgid "Remaining due days"
+msgstr ""
+
+#. module: account_move_line_payment
+#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
+msgid "The date when the payment is due, or empty if it's done."
+msgstr ""

account_move_line_payment/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_move_line_payment
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-02-20 13:09+0000\n"
+"PO-Revision-Date: 2024-02-20 13:11+0000\n"
+"Last-Translator: Jairo Llopis <jairo@moduon.team>\n"
+"Language-Team: \n"
+"Language: es_ES\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+"X-Generator: Poedit 3.4.2\n"
+
+#. module: account_move_line_payment
+#: model:ir.model,name:account_move_line_payment.model_account_move_line
+msgid "Journal Item"
+msgstr "Apunte contable"
+
+#. module: account_move_line_payment
+#: model_terms:ir.ui.view,arch_db:account_move_line_payment.view_account_move_line_filter
+msgid "Overdue"
+msgstr "Vencidos"
+
+#. module: account_move_line_payment
+#: model:ir.actions.act_window,name:account_move_line_payment.action_pay
+msgid "Register Payment"
+msgstr "Registrar pago"
+
+#. module: account_move_line_payment
+#: model:ir.model.fields,field_description:account_move_line_payment.field_account_move_line__pending_due_date
+msgid "Remaining due days"
+msgstr "Días hasta el vencimiento"
+
+#. module: account_move_line_payment
+#: model:ir.model.fields,help:account_move_line_payment.field_account_move_line__pending_due_date
+msgid "The date when the payment is due, or empty if it's done."
+msgstr "La fecha en que vence el pago, o vacío si ya está hecho."

account_move_line_payment/models/__init__.py

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+from . import account_move_line

account_move_line_payment/models/account_move_line.py

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+# Copyright 2024 Moduon Team S.L.
+# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
+
+
+from odoo import api, fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    pending_due_date = fields.Date(
+        string="Remaining due days",
+        compute="_compute_pending_due_date",
+        help="The date when the payment is due, or empty if it's done.",
+    )
+
+    @api.depends("date_maturity", "matching_number")
+    def _compute_pending_due_date(self):
+        """Establish due date for pending payments.
+
+        If a payment is matched, it means it's paid. We empty the field if the
+        payment is done, so the `remaining_days` widget is nicer for the user.
+        """
+        matched = self.filtered("matching_number")
+        matched.pending_due_date = False
+        for move in self - matched:
+            move.pending_due_date = move.date_maturity

account_move_line_payment/readme/CONFIGURE.md

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+To use this module, if you're using Odoo CE:
+
+#. Activate the developer mode.
+#. Go to *Settings > Users & Companies > Groups*.
+#. Edit *Technical / Show Full Accounting Features*.
+#. Add yourself to *Users*

account_move_line_payment/readme/CONTEXT.md

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+This module was developed because in the invoices list view, Odoo only displays
+the due date of each invoice's last payment. However, most times you only need
+to know which payments are due *today*, even if there's a later payment for
+that invoice.
+
+At the same time, if you register a partial payment, Odoo will match it only
+partially, even when that was the expected payment due.
+
+When there are a lot of partial payments, it becomes impossible to handle
+manually without a module like this one.

account_move_line_payment/readme/CONTRIBUTORS.md

@@ -0,0 +1,2 @@
+-   Rafael Blasco ([Moduon](https://www.moduon.team/))
+-   Jairo Llopis ([Moduon](https://www.moduon.team/))

account_move_line_payment/readme/CREDITS.md

@@ -0,0 +1,3 @@
+The development of this module has been financially supported by:
+
+-   [Moduon Team S.L.](https://www.moduon.team/)

account_move_line_payment/readme/DESCRIPTION.md

@@ -0,0 +1,7 @@
+This module extends the functionality of accounting to let you quickly find
+which journal items are due today and register payments for them individually,
+even if they are partial invoice payments. They also get appropriately matched
+automatically.
+
+In simpler words, you can find and register due payments, regardless if the
+invoice had one or more payment terms.

account_move_line_payment/readme/ROADMAP.md

@@ -0,0 +1,5 @@
+- To use this new feature, you need full accounting permissions (a.k.a. Bookkeeper).
+- Invoicing users should be able too.
+- A good improvement would be to display *Next due date* in invoices views.
+- Also to allow somehow paying only overdue payments when using the register payment wizard.
+- This feature already exists in Odoo 17 under *Invoicing > Customers/Vendors > Amounts to settle*, so there's no need to forward-port this module.

account_move_line_payment/readme/USAGE.md

@@ -0,0 +1,12 @@
+To find unmatched payments due today (or before):
+
+1. Go to *Accounting > Accounting > Journals > Journal Items*.
+1. Go to *Filters > Overdue*.
+1. Filter also by *Filters > Receivable* or *Filters > Payable*. You can't mix
+   both in the next step.
+1. Select all payments to pay.
+1. Click on *Actions > Register payment*.
+1. Register the payment as you usually do from the invoices view.
+
+Only those payments that you selected will be registered. They will become
+fully matched.