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[MIG][16.0]sale_commission_check_deposit: manage checks and commission, add safety days on model and view #587

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108 changes: 108 additions & 0 deletions sale_commission_check_deposit/README.rst
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==============================
Sales commission check deposit
==============================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:ba0fd3fb9a685120806a47d8a736cf09ff9221c5c2dfb2735cbbbaacb249d517
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fcommission-lightgray.png?logo=github
:target: https://github.com/OCA/commission/tree/16.0/sale_commission_check_deposit
:alt: OCA/commission
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/commission-16-0/commission-16-0-sale_commission_check_deposit
: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/commission&target_branch=16.0
:alt: Try me on Runboat

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

The module allows you to integrate check deposit with agent commissions.

When generating agent commissions, an invoice with checks payment
will be taken into consideration only after the number of days set in
the "Safety Days" field in journal configuration from due date set in
check payment.

**Table of contents**

.. contents::
:local:

Usage
=====

For setting journal as Check journal with safety days:

#. Go to *Journal*.
#. Check "Is check Journal" and add safety days.

For pay and register a checks deposit:

#. Create an invoice and using Checks to pay it.
#. Add a new checks deposit adding that payment.
#. Validate checks deposit.

For settling the commissions to agents:

#. Go to *Sales > Commissions Management > Settle commissions*.
#. On the window that appears, you should select the date up to which you
want to create commissions. It should be at least one day after the last
period date. For example, if you settlements are monthly, you have to put
at least the first day of the following month.
#. You can settle only certain agents if you select them on the "Agents"
section. Leave it empty for settling all.
#. Click on "Make settlements" button.
#. If safety days have passed from due date set in checks payment commission will be
settled properly.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/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/commission/issues/new?body=module:%20sale_commission_check_deposit%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
~~~~~~~

* Nextev Srl

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

* Nextev Srl

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.

This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/16.0/sale_commission_check_deposit>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions sale_commission_check_deposit/__init__.py
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from . import models
from . import wizard
12 changes: 12 additions & 0 deletions sale_commission_check_deposit/__manifest__.py
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# Copyright 2023 Nextev Srl
{
"name": "Sales commission check deposit",
"version": "16.0.1.0.0",
"author": "Nextev Srl," "Odoo Community Association (OCA)",
"category": "Sales Management",
"license": "AGPL-3",
"depends": ["sale_commission", "account_check_deposit"],
"website": "https://github.com/OCA/commission",
"data": ["views/account_journal_view.xml"],
"installable": True,
}
55 changes: 55 additions & 0 deletions sale_commission_check_deposit/i18n/es.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,55 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_commission_check_deposit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-12-13 11:29+0000\n"
"Last-Translator: Ivorra78 <informatica@totmaterial.es>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__display_name
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__display_name
msgid "Display Name"
msgstr "Mostrar Nombre"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__id
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__id
msgid "ID"
msgstr "ID"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__is_check_journal
msgid "Is Check Journal"
msgstr "Es Diario de Comprobación"

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_account_journal
msgid "Journal"
msgstr "Diario"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal____last_update
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle____last_update
msgid "Last Modified on"
msgstr "Última Modificación el"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__safety_days
msgid "Safety Days"
msgstr "Jornadas de Seguridad"

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_sale_commission_make_settle
msgid "Wizard for settling commissions in invoices"
msgstr "Asistente para liquidar comisiones en facturas"
55 changes: 55 additions & 0 deletions sale_commission_check_deposit/i18n/it.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,55 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_commission_check_deposit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-06-05 16:10+0000\n"
"Last-Translator: Francesco Foresti <francesco.foresti@ooops404.com>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__display_name
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__display_name
msgid "Display Name"
msgstr "Nome visualizzato"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__id
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__id
msgid "ID"
msgstr "ID"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__is_check_journal
msgid "Is Check Journal"
msgstr "E' un registro assegni"

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_account_journal
msgid "Journal"
msgstr "Registro"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal____last_update
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle____last_update
msgid "Last Modified on"
msgstr "Ultima modifica il"

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__safety_days
msgid "Safety Days"
msgstr "Giorni di sicurezza"

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_sale_commission_make_settle
msgid "Wizard for settling commissions in invoices"
msgstr "Procedura per regolare le provvigioni nelle fatture"
Original file line number Diff line number Diff line change
@@ -0,0 +1,52 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * sale_commission_check_deposit
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \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: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__display_name
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__display_name
msgid "Display Name"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__id
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle__id
msgid "ID"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__is_check_journal
msgid "Is Check Journal"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_account_journal
msgid "Journal"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal____last_update
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_sale_commission_make_settle____last_update
msgid "Last Modified on"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model.fields,field_description:sale_commission_check_deposit.field_account_journal__safety_days
msgid "Safety Days"
msgstr ""

#. module: sale_commission_check_deposit
#: model:ir.model,name:sale_commission_check_deposit.model_sale_commission_make_settle
msgid "Wizard for settling commissions in invoices"
msgstr ""
1 change: 1 addition & 0 deletions sale_commission_check_deposit/models/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
from . import account_journal
8 changes: 8 additions & 0 deletions sale_commission_check_deposit/models/account_journal.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,8 @@
from odoo import fields, models


class AccountJournal(models.Model):
_inherit = "account.journal"

is_check_journal = fields.Boolean()
safety_days = fields.Integer(default=5)
1 change: 1 addition & 0 deletions sale_commission_check_deposit/readme/CONTRIBUTORS.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
* Nextev Srl
6 changes: 6 additions & 0 deletions sale_commission_check_deposit/readme/DESCRIPTION.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
The module allows you to integrate check deposit with agent commissions.

When generating agent commissions, an invoice with checks payment
will be taken into consideration only after the number of days set in
the "Safety Days" field in journal configuration from due date set in
check payment.
23 changes: 23 additions & 0 deletions sale_commission_check_deposit/readme/USAGE.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,23 @@
For setting journal as Check journal with safety days:

#. Go to *Journal*.
#. Check "Is check Journal" and add safety days.

For pay and register a checks deposit:

#. Create an invoice and using Checks to pay it.
#. Add a new checks deposit adding that payment.
#. Validate checks deposit.

For settling the commissions to agents:

#. Go to *Sales > Commissions Management > Settle commissions*.
#. On the window that appears, you should select the date up to which you
want to create commissions. It should be at least one day after the last
period date. For example, if you settlements are monthly, you have to put
at least the first day of the following month.
#. You can settle only certain agents if you select them on the "Agents"
section. Leave it empty for settling all.
#. Click on "Make settlements" button.
#. If safety days have passed from due date set in checks payment commission will be
settled properly.
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