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[UPD] README.rst

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account_spread_cost_revenue/README.rst
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@ -133,6 +133,7 @@ Under Invoicing -> Configuration -> Accounting -> Spread Templates, create a new
* *Spread Type* * *Spread Type*
* *Spread Balance Sheet Account* * *Spread Balance Sheet Account*
* *Expense/Revenue Account* This option visible if invoice line account is balance sheet account, user need to specify this too.
* *Journal* * *Journal*
When creating a new Spread Costs/Revenues Board, select the right template. When creating a new Spread Costs/Revenues Board, select the right template.
@ -141,6 +142,13 @@ This way the above fields will be copied to the Spread Board.
Changelog Changelog
========= =========
12.0.1.1.0
~~~~~~~~~~
* [ENH] Add optional Expense/Revenue Account in Chart Template, which can be used
in place of account from invoice line to set Expense/Revenue account in the spread
12.0.1.0.0 12.0.1.0.0
~~~~~~~~~~ ~~~~~~~~~~
@ -175,6 +183,7 @@ Contributors
~~~~~~~~~~~~ ~~~~~~~~~~~~
* Andrea Stirpe <a.stirpe@onestein.nl> * Andrea Stirpe <a.stirpe@onestein.nl>
* Kitti U. <kittiu@ecosoft.co.th>
Other credits Other credits
~~~~~~~~~~~~~ ~~~~~~~~~~~~~

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account_spread_cost_revenue/static/description/index.html
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@ -372,30 +372,31 @@ ul.auto-toc {
<p><strong>Table of contents</strong></p> <p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents"> <div class="contents local topic" id="contents">
<ul class="simple"> <ul class="simple">
<li><a class="reference internal" href="#configuration" id="id4">Configuration</a></li> <li><a class="reference internal" href="#configuration" id="id5">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id5">Usage</a><ul> <li><a class="reference internal" href="#usage" id="id6">Usage</a><ul>
<li><a class="reference internal" href="#define-spread-costs-revenues-board" id="id6">Define Spread Costs/Revenues Board</a></li> <li><a class="reference internal" href="#define-spread-costs-revenues-board" id="id7">Define Spread Costs/Revenues Board</a></li>
<li><a class="reference internal" href="#link-invoice-to-spread-costs-revenues-board" id="id7">Link Invoice to Spread Costs/Revenues Board</a></li> <li><a class="reference internal" href="#link-invoice-to-spread-costs-revenues-board" id="id8">Link Invoice to Spread Costs/Revenues Board</a></li>
<li><a class="reference internal" href="#define-spread-costs-revenues-template" id="id8">Define Spread Costs/Revenues Template</a></li> <li><a class="reference internal" href="#define-spread-costs-revenues-template" id="id9">Define Spread Costs/Revenues Template</a></li>
</ul> </ul>
</li> </li>
<li><a class="reference internal" href="#changelog" id="id9">Changelog</a><ul> <li><a class="reference internal" href="#changelog" id="id10">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id10">12.0.1.0.0</a></li> <li><a class="reference internal" href="#id1" id="id11">12.0.1.1.0</a></li>
<li><a class="reference internal" href="#id2" id="id11">11.0.1.0.0</a></li> <li><a class="reference internal" href="#id2" id="id12">12.0.1.0.0</a></li>
<li><a class="reference internal" href="#id3" id="id13">11.0.1.0.0</a></li>
</ul> </ul>
</li> </li>
<li><a class="reference internal" href="#bug-tracker" id="id12">Bug Tracker</a></li> <li><a class="reference internal" href="#bug-tracker" id="id14">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id13">Credits</a><ul> <li><a class="reference internal" href="#credits" id="id15">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id14">Authors</a></li> <li><a class="reference internal" href="#authors" id="id16">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id15">Contributors</a></li> <li><a class="reference internal" href="#contributors" id="id17">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id16">Other credits</a></li> <li><a class="reference internal" href="#other-credits" id="id18">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id17">Maintainers</a></li> <li><a class="reference internal" href="#maintainers" id="id19">Maintainers</a></li>
</ul> </ul>
</li> </li>
</ul> </ul>
</div> </div>
<div class="section" id="configuration"> <div class="section" id="configuration">
<h1><a class="toc-backref" href="#id4">Configuration</a></h1> <h1><a class="toc-backref" href="#id5">Configuration</a></h1>
<p>To be able to access the full spreading features, the user must belong to <em>Show Full Accounting Features</em> group.</p> <p>To be able to access the full spreading features, the user must belong to <em>Show Full Accounting Features</em> group.</p>
<p>On the form view of the company, in the <em>Account Spread</em> tab, you can configure <p>On the form view of the company, in the <em>Account Spread</em> tab, you can configure
the journals in which the spread journal items will be generated by default:</p> the journals in which the spread journal items will be generated by default:</p>
@ -418,9 +419,9 @@ enable/disable the automatic posting by the flag <em>Auto-post lines</em> presen
cron job to automatically archive the spreads when all lines are posted.</p> cron job to automatically archive the spreads when all lines are posted.</p>
</div> </div>
<div class="section" id="usage"> <div class="section" id="usage">
<h1><a class="toc-backref" href="#id5">Usage</a></h1> <h1><a class="toc-backref" href="#id6">Usage</a></h1>
<div class="section" id="define-spread-costs-revenues-board"> <div class="section" id="define-spread-costs-revenues-board">
<h2><a class="toc-backref" href="#id6">Define Spread Costs/Revenues Board</a></h2> <h2><a class="toc-backref" href="#id7">Define Spread Costs/Revenues Board</a></h2>
<p>Under Invoicing -&gt; Adviser -&gt; Accounting Entries -&gt; Spread Costs/Revenues, create a new spread board.</p> <p>Under Invoicing -&gt; Adviser -&gt; Accounting Entries -&gt; Spread Costs/Revenues, create a new spread board.</p>
<p>Complete the definition of the spreading criteria, by setting the the fields:</p> <p>Complete the definition of the spreading criteria, by setting the the fields:</p>
<ul class="simple"> <ul class="simple">
@ -450,7 +451,7 @@ This flag is only available when the <em>Auto-post spread lines</em> option, pre
this will also reset all the journal entries previously created.</p> this will also reset all the journal entries previously created.</p>
</div> </div>
<div class="section" id="link-invoice-to-spread-costs-revenues-board"> <div class="section" id="link-invoice-to-spread-costs-revenues-board">
<h2><a class="toc-backref" href="#id7">Link Invoice to Spread Costs/Revenues Board</a></h2> <h2><a class="toc-backref" href="#id8">Link Invoice to Spread Costs/Revenues Board</a></h2>
<p>Create an invoice or vendor bill in draft. On its lines, the spreading right-arrow icon are displayed in dark-grey color.</p> <p>Create an invoice or vendor bill in draft. On its lines, the spreading right-arrow icon are displayed in dark-grey color.</p>
<div class="figure"> <div class="figure">
<img alt="On the invoice line the spreading icon is displayed" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_1.png" /> <img alt="On the invoice line the spreading icon is displayed" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_1.png" />
@ -474,11 +475,12 @@ on the smart button <em>Reconciled entries</em>: the moves of the spread lines a
lines (not yet posted) will be recalculated when validating the invoice/bill.</p> lines (not yet posted) will be recalculated when validating the invoice/bill.</p>
</div> </div>
<div class="section" id="define-spread-costs-revenues-template"> <div class="section" id="define-spread-costs-revenues-template">
<h2><a class="toc-backref" href="#id8">Define Spread Costs/Revenues Template</a></h2> <h2><a class="toc-backref" href="#id9">Define Spread Costs/Revenues Template</a></h2>
<p>Under Invoicing -&gt; Configuration -&gt; Accounting -&gt; Spread Templates, create a new spread template.</p> <p>Under Invoicing -&gt; Configuration -&gt; Accounting -&gt; Spread Templates, create a new spread template.</p>
<ul class="simple"> <ul class="simple">
<li><em>Spread Type</em></li> <li><em>Spread Type</em></li>
<li><em>Spread Balance Sheet Account</em></li> <li><em>Spread Balance Sheet Account</em></li>
<li><em>Expense/Revenue Account</em> This option visible if invoice line account is balance sheet account, user need to specify this too.</li>
<li><em>Journal</em></li> <li><em>Journal</em></li>
</ul> </ul>
<p>When creating a new Spread Costs/Revenues Board, select the right template. <p>When creating a new Spread Costs/Revenues Board, select the right template.
@ -486,15 +488,22 @@ This way the above fields will be copied to the Spread Board.</p>
</div> </div>
</div> </div>
<div class="section" id="changelog"> <div class="section" id="changelog">
<h1><a class="toc-backref" href="#id9">Changelog</a></h1> <h1><a class="toc-backref" href="#id10">Changelog</a></h1>
<div class="section" id="id1"> <div class="section" id="id1">
<h2><a class="toc-backref" href="#id10">12.0.1.0.0</a></h2> <h2><a class="toc-backref" href="#id11">12.0.1.1.0</a></h2>
<ul class="simple">
<li>[ENH] Add optional Expense/Revenue Account in Chart Template, which can be used
in place of account from invoice line to set Expense/Revenue account in the spread</li>
</ul>
</div>
<div class="section" id="id2">
<h2><a class="toc-backref" href="#id12">12.0.1.0.0</a></h2>
<ul class="simple"> <ul class="simple">
<li>[MIG] Port account_spread_cost_revenue to V12.</li> <li>[MIG] Port account_spread_cost_revenue to V12.</li>
</ul> </ul>
</div> </div>
<div class="section" id="id2"> <div class="section" id="id3">
<h2><a class="toc-backref" href="#id11">11.0.1.0.0</a></h2> <h2><a class="toc-backref" href="#id13">11.0.1.0.0</a></h2>
<ul class="simple"> <ul class="simple">
<li>[ADD] Module account_spread_cost_revenue. <li>[ADD] Module account_spread_cost_revenue.
(<a class="reference external" href="https://github.com/OCA/account-financial-tools/pull/715">#715</a>)</li> (<a class="reference external" href="https://github.com/OCA/account-financial-tools/pull/715">#715</a>)</li>
@ -502,7 +511,7 @@ This way the above fields will be copied to the Spread Board.</p>
</div> </div>
</div> </div>
<div class="section" id="bug-tracker"> <div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id12">Bug Tracker</a></h1> <h1><a class="toc-backref" href="#id14">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported. In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed If you spotted it first, help us smashing it by providing a detailed and welcomed
@ -510,27 +519,28 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
<p>Do not contact contributors directly about support or help with technical issues.</p> <p>Do not contact contributors directly about support or help with technical issues.</p>
</div> </div>
<div class="section" id="credits"> <div class="section" id="credits">
<h1><a class="toc-backref" href="#id13">Credits</a></h1> <h1><a class="toc-backref" href="#id15">Credits</a></h1>
<div class="section" id="authors"> <div class="section" id="authors">
<h2><a class="toc-backref" href="#id14">Authors</a></h2> <h2><a class="toc-backref" href="#id16">Authors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Onestein</li> <li>Onestein</li>
</ul> </ul>
</div> </div>
<div class="section" id="contributors"> <div class="section" id="contributors">
<h2><a class="toc-backref" href="#id15">Contributors</a></h2> <h2><a class="toc-backref" href="#id17">Contributors</a></h2>
<ul class="simple"> <ul class="simple">
<li>Andrea Stirpe &lt;<a class="reference external" href="mailto:a.stirpe&#64;onestein.nl">a.stirpe&#64;onestein.nl</a>&gt;</li> <li>Andrea Stirpe &lt;<a class="reference external" href="mailto:a.stirpe&#64;onestein.nl">a.stirpe&#64;onestein.nl</a>&gt;</li>
<li>Kitti U. &lt;<a class="reference external" href="mailto:kittiu&#64;ecosoft.co.th">kittiu&#64;ecosoft.co.th</a>&gt;</li>
</ul> </ul>
</div> </div>
<div class="section" id="other-credits"> <div class="section" id="other-credits">
<h2><a class="toc-backref" href="#id16">Other credits</a></h2> <h2><a class="toc-backref" href="#id18">Other credits</a></h2>
<p>Part of the code in this module (in particular the computation of the spread lines) <p>Part of the code in this module (in particular the computation of the spread lines)
is highly inspired by the Assets Management module from the standard is highly inspired by the Assets Management module from the standard
Odoo 11.0 Community developed by Odoo SA.</p> Odoo 11.0 Community developed by Odoo SA.</p>
</div> </div>
<div class="section" id="maintainers"> <div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id17">Maintainers</a></h2> <h2><a class="toc-backref" href="#id19">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p> <p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose <p>OCA, or the Odoo Community Association, is a nonprofit organization whose