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Merge PR #1721 into 16.0
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127 changes: 127 additions & 0 deletions account_loan/README.rst
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=======================
Account Loan management
=======================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:alt: License: AGPL-3
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|badge1| |badge2| |badge3| |badge4| |badge5|

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.

It currently supports two kinds of debts:

* 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

**Table of contents**

.. contents::
:local:

Usage
=====

To use this module, you need to:

#. 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

On a posted loan you can:

* 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

.. 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

Changelog
=========

16.0.1.0.0
~~~~~~~~~~

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.

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

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**>`_.

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

Credits
=======

Authors
~~~~~~~

* Creu Blanca

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

* Enric Tobella <[email protected]>
* Bhavesh Odedra <[email protected]>
* Alberto Martín Cortada <[email protected]>

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

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

|maintainer-etobella|

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_loan/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import models
from . import wizards
29 changes: 29 additions & 0 deletions account_loan/__manifest__.py
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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"],
},
}
14 changes: 14 additions & 0 deletions account_loan/data/ir_sequence_data.xml
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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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