From fb9f29fc0cdea4e2468a0cb3b6289f7015bc2820 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Tue, 7 Feb 2023 10:55:26 +0000 Subject: [PATCH] [UPD] README.rst --- account_spread_cost_revenue/README.rst | 25 ++++-- .../static/description/index.html | 87 +++++++++++-------- 2 files changed, 72 insertions(+), 40 deletions(-) diff --git a/account_spread_cost_revenue/README.rst b/account_spread_cost_revenue/README.rst index ce2f5c05..6dbcfaf1 100644 --- a/account_spread_cost_revenue/README.rst +++ b/account_spread_cost_revenue/README.rst @@ -14,13 +14,13 @@ Cost-Revenue Spread :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github - :target: https://github.com/OCA/account-financial-tools/tree/12.0/account_spread_cost_revenue + :target: https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue :alt: OCA/account-financial-tools .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_spread_cost_revenue + :target: https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_spread_cost_revenue :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/92/12.0 + :target: https://runbot.odoo-community.org/runbot/92/14.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| @@ -52,6 +52,8 @@ This module by default allows the spreading even before the receipt of the invoi so that it is possible to work on the plan of the cost/revenue spreading. To disable this feature, on the form view of the company disable the *Allow Spread Planning* option. +In Spread Template, there is also option to *Auto assign template on invoice validate*, based on the preset invoice line criteria. + On the form view of the company, the *Auto-post spread lines* option forces the account moves created during the cost/revenue spreading to be automatically posted. When this option is false, the user can enable/disable the automatic posting by the flag *Auto-post lines* present in the spread board. @@ -135,13 +137,26 @@ Under Invoicing -> Configuration -> Accounting -> Spread Templates, create a new * *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* +* *Auto assign template on invoice validate* When creating a new Spread Costs/Revenues Board, select the right template. This way the above fields will be copied to the Spread Board. +If *Auto assign template on invoice validate* is checked, this template will be used to auto create spread, if the underlining invoice match the preset product/account/analytic criteria. + Changelog ========= +13.0.1.0.0 +~~~~~~~~~~ + +* [MIG] Port account_spread_cost_revenue to V13. + +12.0.2.0.0 +~~~~~~~~~~ + +* [ENH] In spread template, add option to auto create spread on invoice validation + 12.0.1.1.0 ~~~~~~~~~~ @@ -167,7 +182,7 @@ Bug Tracker Bugs are tracked on `GitHub Issues `_. 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 -`feedback `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -213,6 +228,6 @@ Current `maintainer `__: |maintainer-astirpe| -This module is part of the `OCA/account-financial-tools `_ project on GitHub. +This module is part of the `OCA/account-financial-tools `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_spread_cost_revenue/static/description/index.html b/account_spread_cost_revenue/static/description/index.html index 88ae2d44..b391f5ae 100644 --- a/account_spread_cost_revenue/static/description/index.html +++ b/account_spread_cost_revenue/static/description/index.html @@ -367,36 +367,38 @@ ul.auto-toc { !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

+

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

Allows to spread costs or revenues over a customizable periods, to even out cost or invoice spikes.

Table of contents

-

Configuration

+

Configuration

To be able to access the full spreading features, the user must belong to Show Full Accounting Features group.

On the form view of the company, in the Account Spread tab, you can configure the journals in which the spread journal items will be generated by default:

@@ -412,6 +414,7 @@ the journals in which the spread journal items will be generated by default:

This module by default allows the spreading even before the receipt of the invoice or when the invoice is still draft, so that it is possible to work on the plan of the cost/revenue spreading. To disable this feature, on the form view of the company disable the Allow Spread Planning option.

+

In Spread Template, there is also option to Auto assign template on invoice validate, based on the preset invoice line criteria.

On the form view of the company, the Auto-post spread lines option forces the account moves created during the cost/revenue spreading to be automatically posted. When this option is false, the user can enable/disable the automatic posting by the flag Auto-post lines present in the spread board.

@@ -419,9 +422,9 @@ enable/disable the automatic posting by the flag Auto-post lines presen cron job to automatically archive the spreads when all lines are posted.

-

Usage

+

Usage

-

Define Spread Costs/Revenues Board

+

Define Spread Costs/Revenues Board

Under Invoicing -> Adviser -> Accounting Entries -> Spread Costs/Revenues, create a new spread board.

Complete the definition of the spreading criteria, by setting the the fields:

    @@ -451,7 +454,7 @@ This flag is only available when the Auto-post spread lines option, pre this will also reset all the journal entries previously created.

-

Changelog

+

Changelog

-

12.0.1.1.0

+

13.0.1.0.0

+
    +
  • [MIG] Port account_spread_cost_revenue to V13.
    • +
+
+
+

12.0.2.0.0

+
    +
  • [ENH] In spread template, add option to auto create spread on invoice validation
    • +
+
+
+

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

  • [MIG] Port account_spread_cost_revenue to V12.
-
-

11.0.1.0.0

+
+

11.0.1.0.0

  • [ADD] Module account_spread_cost_revenue. (#715)
    • @@ -511,36 +528,36 @@ in place of account from invoice line to set Expense/Revenue account in the spre
-

Bug Tracker

+

Bug Tracker

Bugs are tracked on GitHub Issues. 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 -feedback.

+feedback.

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

-

Credits

+

Credits

-

Authors

+

Authors

  • Onestein
-

Other credits

+

Other credits

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 Odoo 11.0 Community developed by Odoo SA.

-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose @@ -548,7 +565,7 @@ mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

astirpe

-

This module is part of the OCA/account-financial-tools project on GitHub.

+

This module is part of the OCA/account-financial-tools project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.