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[16.0] [MIG] pos_cash_move_reason #1068

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b9710c8
[ADD] Add pos_cash_move_reason module
adrienpeiffer Apr 11, 2016
2f387ce
[FIX] make description working in odoo / appstore
legalsylvain Apr 12, 2016
fa744f6
OCA Transbot updated translations from Transifex
oca-transbot Jun 10, 2017
02a14cf
OCA Transbot updated translations from Transifex
oca-transbot Jun 17, 2017
f3b98e3
OCA Transbot updated translations from Transifex
oca-transbot Sep 2, 2017
3994f9d
OCA Transbot updated translations from Transifex
oca-transbot Mar 3, 2018
ba8457c
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
97e160b
[UPD] Update pos_cash_move_reason.pot
oca-travis Jun 22, 2018
18baa71
[ADD] demo data
legalsylvain Feb 15, 2018
2b24cad
[UPD] Update pos_cash_move_reason.pot
oca-travis Jun 25, 2018
9dddf10
Update translation files
oca-transbot Dec 9, 2018
76f250e
[MIG][12.0] port pos_cash_move_reason
legalsylvain Jul 18, 2019
79d965e
[UPD] Update pos_cash_move_reason.pot
oca-travis May 26, 2020
d3f9a55
[UPD] README.rst
OCA-git-bot May 26, 2020
7d32780
pos_cash_move_reason 12.0.3.0.1
OCA-git-bot May 26, 2020
98ad099
Update translation files
oca-transbot Jun 4, 2020
0291479
Translated using Weblate (Spanish)
danimv5 Jul 27, 2020
fdf12fc
Update translation files
oca-transbot Aug 16, 2020
dadcfcb
[FIX] pos_cash_move_reason : date of statement line depends now on th…
legalsylvain Sep 2, 2020
1cc001c
pos_cash_move_reason 12.0.3.0.2
OCA-git-bot Sep 9, 2020
816c349
Added translation using Weblate (French (Switzerland))
jguenat Oct 20, 2020
7de13c8
Translated using Weblate (French (Switzerland))
jguenat Oct 20, 2020
85b89d5
Translated using Weblate (German)
marylla Oct 21, 2020
ba14c1b
[IMP] pos_cash_move_reason: black, isort, prettier
acsonefho Feb 4, 2021
d2d9a9d
[13.0][MIG] pos_cash_move_reason
acsonefho Feb 4, 2021
9d5dab6
[IMP] pos_cash_move_reason: isort, black, prettier.
dsolanki-initos Apr 20, 2021
7b1085c
[MIG] Migrate module pos_cash_move_reason to v14.
dsolanki-initos Apr 20, 2021
75dee6b
[UPD] Update pos_cash_move_reason.pot
oca-travis Jul 20, 2021
78eaa5a
[UPD] README.rst
OCA-git-bot Jul 20, 2021
224f741
[14.0][FIX] pos_cash_move_reason: update/fix ir.rule multi-company
acsonefho Oct 28, 2021
51d03ec
pos_cash_move_reason 14.0.1.0.1
OCA-git-bot Oct 28, 2021
dc98b65
[FIX] pos_cash_move_reason:
Apr 1, 2022
67e57e8
Translated using Weblate (Catalan)
Noel000 Apr 13, 2022
2e13bdc
pos_cash_move_reason 14.0.1.0.2
OCA-git-bot May 31, 2022
a008482
Translated using Weblate (Italian)
francesco-ooops Jul 4, 2022
5a59f64
[14.0][FIX] pos_cash_move_reason: Admin access issue for pos actions
AshishHirapara Jul 28, 2022
1309f1c
pos_cash_move_reason 14.0.1.0.3
OCA-git-bot Jul 28, 2022
0567b57
[MIG] pos_cash_move_reason: Migration to 15.0
Oct 19, 2022
b0dac2b
[UPD] Update pos_cash_move_reason.pot
Dec 19, 2022
3371f16
[UPD] README.rst
OCA-git-bot Dec 19, 2022
6f5f1e4
Update translation files
weblate Dec 19, 2022
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Translated using Weblate (Italian)
mymage Dec 20, 2022
f0adeb3
Translated using Weblate (Italian)
mymage Apr 28, 2023
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Translated using Weblate (Italian)
mymage May 11, 2023
62f5f8f
Translated using Weblate (Catalan)
Jun 23, 2023
37b9451
Translated using Weblate (Spanish)
Ivorra78 Jul 11, 2023
f443b8d
[UPD] README.rst
OCA-git-bot Sep 3, 2023
baa8065
[MIG] pos_cash_move_reason: Migration to 16.0
AntoniRomera Oct 26, 2023
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165 changes: 165 additions & 0 deletions pos_cash_move_reason/README.rst
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======================
POS cash in-out reason
======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:9be2d1beeded5d8b52824fb2442f7c89f0db512626cb33386044d8c060115f83
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fpos-lightgray.png?logo=github
:target: https://github.com/OCA/pos/tree/15.0/pos_cash_move_reason
:alt: OCA/pos
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/pos-15-0/pos-15-0-pos_cash_move_reason
: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/pos&target_branch=15.0
:alt: Try me on Runboat

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

This module allow to define some reasons for the functionality of
"Put Money In" and "Take Money Out" available in point of sale session.

So, with this module it's possible to impact directly an expense or income
account which is defined on the related reasons and create according
accounting entries.

**Typical Use Case (not exhaustive)**

* You want to track **Bank deposit** moves, using an intermediate
bank account named 'Cash Awaiting Bank Deposit'.
(In France, for instance, "581 - Espèce en attente d'encaissement")

* You want to allow payments from Cash Journal to pay recurring
little expenses. (Gasoline, parking meter, etc.)

**Table of contents**

.. contents::
:local:

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

* Go to 'Point of Sale' / 'Configuration' / 'Move Reason'

.. figure:: https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png
:alt: PoS Move Reasons List

* Create or update your PoS move Reasons.
* for each reason, you can mention the concerned journal(s), (Generally the
Cash Journal), and if it is a reason to 'put in' and / or to 'take out'
Money.

.. figure:: https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_form.png
:alt: PoS Move Reason

**Note**

You should have checked first 'Used in Point of Sale' for the Journals you want
to enable the feature.

Usage
=====

* Go to your current session

* Click on the button "Put Money In" or "Take Money Out"

.. figure:: https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_session_form.png

* Select the reason, the journal, the amount, and optionaly an extra
description

.. figure:: https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png

* When closing the session, an account move will be created, with two lines,
one with the default journal account, and one with the expense / income
reason account.

.. figure:: https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/account_move_form.png

Known issues / Roadmap
======================

As it is not possible to disable actions on Odoo, a new technical group is
added by this module, named 'Use Old PoS 'Put or Take Money' Actions', to
hide native obsolete actions available on the model ``pos.session``
(the two buttons "Take Money Out" and "Put Money In")

Changelog
=========

12.0.3.0.0 (2019-08-13)
~~~~~~~~~~~~~~~~~~~~~~~

* [MIG] Port module to version 12.0.
* [REF] Don't use ``product.product`` model for Reasons, because Odoo remove
the fields ``expense_pdt`` ``and income_pdt`` from the model.
Use instead a new model ``pos.move.reason`` for this purpose.
* [REF] Doesn't inherit from ``cash.box.in`` and ``cash.box.out`` model,
as there are bad designed and doesn't allow clean inheritance.
Instead, use new transient model ``wizard.pos.move.reason``.

8.0.2.0.0 (2018-06-25)
~~~~~~~~~~~~~~~~~~~~~~

* [REF] Minor code refactoring.

8.0.1.0.0 (2017-06-08)
~~~~~~~~~~~~~~~~~~~~~~

* First Version of the module.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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/pos/issues/new?body=module:%20pos_cash_move_reason%0Aversion:%2015.0%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
~~~~~~~

* ACSONE SA/NV
* GRAP

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

* Sylvain LE GAL <https://twitter.com/legalsylvain>
* Dhara Solanki <dhara.solanki@initos.com>

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/pos <https://github.com/OCA/pos/tree/15.0/pos_cash_move_reason>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
5 changes: 5 additions & 0 deletions pos_cash_move_reason/__init__.py
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# Copyright 2016 ACSONE SA/NV (<http://acsone.eu>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import models
from . import wizard
21 changes: 21 additions & 0 deletions pos_cash_move_reason/__manifest__.py
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# Copyright 2016 ACSONE SA/NV (<http://acsone.eu>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "POS cash in-out reason",
"summary": """""",
"author": "ACSONE SA/NV," "GRAP," "Odoo Community Association (OCA)",
"website": "https://github.com/OCA/pos",
"category": "Point Of sale",
"version": "16.0.1.0.0",
"license": "AGPL-3",
"depends": ["point_of_sale"],
"data": [
"security/ir_rule.xml",
"security/res_groups.xml",
"security/ir.model.access.csv",
"views/view_pos_move_reason.xml",
"views/view_pos_session.xml",
"wizard/wizard_pos_move_reason.xml",
],
"demo": ["demo/account_account.xml", "demo/pos_move_reason.xml"],
}
18 changes: 18 additions & 0 deletions pos_cash_move_reason/demo/account_account.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<!--
Copyright (C) 2018 - Today: GRAP (http://www.grap.coop)
@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-->
<odoo>
<record id="bank_deposit_account" model="account.account">
<field name="code">101505</field>
<field name="name">Cash Awaiting Bank Deposit</field>
<field name="account_type">asset_cash</field>
</record>
<record id="gazoline_expense_account" model="account.account">
<field name="code">221500</field>
<field name="name">Gazoline Expense</field>
<field name="account_type">expense</field>
</record>
</odoo>
38 changes: 38 additions & 0 deletions pos_cash_move_reason/demo/pos_move_reason.xml
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@@ -0,0 +1,38 @@
<?xml version="1.0" encoding="UTF-8" ?>
<!--
Copyright (C) 2018 - Today: GRAP (http://www.grap.coop)
@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-->
<odoo>
<record id="bank_out_reason" model="pos.move.reason">
<field name="name">Bank Deposit</field>
<field name="is_income_reason" eval="False" />
<field name="is_expense_reason" eval="True" />
<field name="expense_account_id" ref="bank_deposit_account" />
<field
name="journal_ids"
model="account.journal"
search="[
('type', '=', 'cash'),
('company_id', '=', obj().env.ref('base.main_company').id),
]"
/>
<field name="company_id" ref="base.main_company" />
</record>
<record id="gasoline_out_reason" model="pos.move.reason">
<field name="name">Gazoline Expense</field>
<field name="is_income_reason" eval="False" />
<field name="is_expense_reason" eval="True" />
<field name="expense_account_id" ref="gazoline_expense_account" />
<field
name="journal_ids"
model="account.journal"
search="[
('type', '=', 'cash'),
('company_id', '=', obj().env.ref('base.main_company').id),
]"
/>
<field name="company_id" ref="base.main_company" />
</record>
</odoo>
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