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======================= | ||
Account Loan management | ||
======================= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:c9f87eb07ebda20ab00e0446ae5e5908b6a64086fd868f2bfc58e4e9f7dc68b0 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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%2Faccount--financial--tools-lightgray.png?logo=github | ||
:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_loan | ||
:alt: OCA/account-financial-tools | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_loan | ||
: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-financial-tools&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module extends the functionality of accounting to support loans. | ||
It will create automatically moves or invoices for loans. | ||
Moreover, you can check the pending amount to be paid and reduce the debt. | ||
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It currently supports two kinds of debts: | ||
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* Loans: a standard debt with banks, that only creates account moves. | ||
Loan types info: | ||
`APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`_, | ||
`EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`_, | ||
`Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`_. | ||
* Leases: a debt with a bank where purchase invoices are necessary | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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#. Go to `Invoicing / Accounting > Adviser > Loans` | ||
#. Configure a loan selecting the company, loan type, amount, rate and accounts | ||
#. Post the loan, it will automatically create an account move with the | ||
expected amounts | ||
#. Create automatically the account moves / invoices related to loans and | ||
leases before a selected date | ||
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On a posted loan you can: | ||
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* Create moves or invoices (according to the configuration) | ||
* Modify rates when needed (only unposted lines will be modified) | ||
* Reduce or cancel the debt of a loan / lease | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/92/12.0 | ||
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Changelog | ||
========= | ||
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16.0.1.0.0 | ||
~~~~~~~~~~ | ||
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Due to the changes on 16, we will generate two moves on leasings, one for the invoice, and another one for the change from long to short term. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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-financial-tools/issues/new?body=module:%20account_loan%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Creu Blanca | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Enric Tobella <[email protected]> | ||
* Bhavesh Odedra <[email protected]> | ||
* Alberto Martín Cortada <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px | ||
:target: https://github.com/etobella | ||
:alt: etobella | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-etobella| | ||
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_loan>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from . import models | ||
from . import wizards |
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# Copyright 2018 Creu Blanca | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "Account Loan management", | ||
"version": "16.0.1.0.0", | ||
"author": "Creu Blanca,Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/account-financial-tools", | ||
"license": "AGPL-3", | ||
"category": "Accounting", | ||
"depends": ["account"], | ||
"data": [ | ||
"wizards/account_loan_increase_amount.xml", | ||
"data/ir_sequence_data.xml", | ||
"security/ir.model.access.csv", | ||
"security/account_loan_security.xml", | ||
"wizards/account_loan_generate_entries_view.xml", | ||
"wizards/account_loan_pay_amount_view.xml", | ||
"wizards/account_loan_post_view.xml", | ||
"views/account_loan_view.xml", | ||
"views/account_move_view.xml", | ||
"views/res_partner.xml", | ||
], | ||
"installable": True, | ||
"maintainers": ["etobella"], | ||
"external_dependencies": { | ||
"python": ["numpy>=1.15", "numpy-financial<=1.0.0"], | ||
"deb": ["libatlas-base-dev"], | ||
}, | ||
} |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<!-- | ||
Copyright 2017 Eficent Business and IT Consulting Services, S.L. | ||
Copyright 2017 Creu Blanca | ||
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html). | ||
--> | ||
<odoo> | ||
<record id="seq_account_loan" model="ir.sequence"> | ||
<field name="name">Account loan sequence</field> | ||
<field name="code">account.loan</field> | ||
<field name="prefix">ACL</field> | ||
<field name="padding">6</field> | ||
</record> | ||
</odoo> |
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