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[17.0][MIG] pos_cash_move_reason: Migration to 17.0 #1230

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b5d3583
[ADD] Add pos_cash_move_reason module
adrienpeiffer Apr 11, 2016
4a6b9a3
[FIX] make description working in odoo / appstore
legalsylvain Apr 12, 2016
13729d5
OCA Transbot updated translations from Transifex
oca-transbot Jun 10, 2017
e0ae4f2
OCA Transbot updated translations from Transifex
oca-transbot Jun 17, 2017
b1fae55
OCA Transbot updated translations from Transifex
oca-transbot Sep 2, 2017
b0394e2
OCA Transbot updated translations from Transifex
oca-transbot Mar 3, 2018
5f4ebb6
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
b98e6d0
[ADD] demo data
legalsylvain Feb 15, 2018
9fad6aa
Update translation files
oca-transbot Dec 9, 2018
dd1c183
[MIG][12.0] port pos_cash_move_reason
legalsylvain Jul 18, 2019
9605f6d
pos_cash_move_reason 12.0.3.0.1
OCA-git-bot May 26, 2020
e613429
Update translation files
oca-transbot Jun 4, 2020
7bde88f
Translated using Weblate (Spanish)
danimv5 Jul 27, 2020
e4c5d25
Update translation files
oca-transbot Aug 16, 2020
afe711b
[FIX] pos_cash_move_reason : date of statement line depends now on th…
legalsylvain Sep 2, 2020
c43cb32
pos_cash_move_reason 12.0.3.0.2
OCA-git-bot Sep 9, 2020
1ff2a60
Added translation using Weblate (French (Switzerland))
jguenat Oct 20, 2020
271cfd3
Translated using Weblate (French (Switzerland))
jguenat Oct 20, 2020
b46d356
Translated using Weblate (German)
marylla Oct 21, 2020
a62eada
[IMP] pos_cash_move_reason: black, isort, prettier
acsonefho Feb 4, 2021
31d3d16
[13.0][MIG] pos_cash_move_reason
acsonefho Feb 4, 2021
5e4879d
[MIG] Migrate module pos_cash_move_reason to v14.
dsolanki-initos Apr 20, 2021
ab99e13
[14.0][FIX] pos_cash_move_reason: update/fix ir.rule multi-company
acsonefho Oct 28, 2021
4941174
pos_cash_move_reason 14.0.1.0.1
OCA-git-bot Oct 28, 2021
3e7821a
[FIX] pos_cash_move_reason:
Apr 1, 2022
e0bae6e
Translated using Weblate (Catalan)
Noel000 Apr 13, 2022
ea47450
pos_cash_move_reason 14.0.1.0.2
OCA-git-bot May 31, 2022
188cbc5
Translated using Weblate (Italian)
francesco-ooops Jul 4, 2022
74aaa29
[14.0][FIX] pos_cash_move_reason: Admin access issue for pos actions
AshishHirapara Jul 28, 2022
c325c08
pos_cash_move_reason 14.0.1.0.3
OCA-git-bot Jul 28, 2022
600a9ff
[MIG] pos_cash_move_reason: Migration to 15.0
Oct 19, 2022
7cbfc6b
Update translation files
weblate Dec 19, 2022
a680191
Translated using Weblate (Italian)
mymage Dec 20, 2022
c917d35
Translated using Weblate (Italian)
mymage Apr 28, 2023
a5d318c
Translated using Weblate (Italian)
mymage May 11, 2023
d063ed0
Translated using Weblate (Catalan)
Jun 23, 2023
13c27ff
Translated using Weblate (Spanish)
Ivorra78 Jul 11, 2023
a3c99ac
[MIG] pos_cash_move_reason: Migration to 16.0
AntoniRomera Oct 26, 2023
a606c9c
[IMP] pos_cash_move_reason: pre-commit auto fixes
traitrantrobz Aug 1, 2024
6a44b78
[MIG] pos_cash_move_reason: Migration to 17.0
traitrantrobz Sep 9, 2024
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169 changes: 169 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/17.0/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-17-0/pos-17-0-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=17.0
: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'

|image1|

- 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.

|image2|

**Note**

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

.. |image1| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_form.png

Usage
=====

- Go to your current session
- Click on the button "Put Money In" or "Take Money Out"

|image1|

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

|image2|

- 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.

|image3|

.. |image1| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_session_form.png
.. |image2| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png
.. |image3| image:: https://raw.githubusercontent.com/OCA/pos/17.0/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:%2017.0%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 <[email protected]>
- Tran Thanh Trai <[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.

This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/17.0/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
20 changes: 20 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": "17.0.1.0.0",
"license": "AGPL-3",
"depends": ["point_of_sale"],
"data": [
"security/ir_rule.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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<?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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