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account_spread_cost_revenue/README.rst
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@ -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 <https://github.com/OCA/account-financial-tools/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 <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2014.0%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.
@ -213,6 +228,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-astirpe|
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_spread_cost_revenue>`_ project on GitHub.
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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@ -367,36 +367,38 @@ ul.auto-toc {
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/12.0/account_spread_cost_revenue"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_spread_cost_revenue"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_spread_cost_revenue"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Allows to spread costs or revenues over a customizable periods, to even out cost or invoice spikes.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id5">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id6">Usage</a><ul>
<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="id8">Link Invoice to Spread Costs/Revenues Board</a></li>
<li><a class="reference internal" href="#define-spread-costs-revenues-template" id="id9">Define Spread Costs/Revenues Template</a></li>
<li><a class="reference internal" href="#configuration" id="id7">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id8">Usage</a><ul>
<li><a class="reference internal" href="#define-spread-costs-revenues-board" id="id9">Define Spread Costs/Revenues Board</a></li>
<li><a class="reference internal" href="#link-invoice-to-spread-costs-revenues-board" id="id10">Link Invoice to Spread Costs/Revenues Board</a></li>
<li><a class="reference internal" href="#define-spread-costs-revenues-template" id="id11">Define Spread Costs/Revenues Template</a></li>
</ul>
</li>
<li><a class="reference internal" href="#changelog" id="id10">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id11">12.0.1.1.0</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>
<li><a class="reference internal" href="#changelog" id="id12">Changelog</a><ul>
<li><a class="reference internal" href="#id1" id="id13">13.0.1.0.0</a></li>
<li><a class="reference internal" href="#id2" id="id14">12.0.2.0.0</a></li>
<li><a class="reference internal" href="#id3" id="id15">12.0.1.1.0</a></li>
<li><a class="reference internal" href="#id4" id="id16">12.0.1.0.0</a></li>
<li><a class="reference internal" href="#id5" id="id17">11.0.1.0.0</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id14">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id15">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id16">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id17">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id18">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id19">Maintainers</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id18">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id19">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id20">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id21">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id22">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id23">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id5">Configuration</a></h1>
<h1><a class="toc-backref" href="#id7">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>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>
@ -412,6 +414,7 @@ the journals in which the spread journal items will be generated by default:</p>
<p>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 <em>Allow Spread Planning</em> option.</p>
<p>In Spread Template, there is also option to <em>Auto assign template on invoice validate</em>, based on the preset invoice line criteria.</p>
<p>On the form view of the company, the <em>Auto-post spread lines</em> 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 <em>Auto-post lines</em> present in the spread board.</p>
@ -419,9 +422,9 @@ 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>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id6">Usage</a></h1>
<h1><a class="toc-backref" href="#id8">Usage</a></h1>
<div class="section" id="define-spread-costs-revenues-board">
<h2><a class="toc-backref" href="#id7">Define Spread Costs/Revenues Board</a></h2>
<h2><a class="toc-backref" href="#id9">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>Complete the definition of the spreading criteria, by setting the the fields:</p>
<ul class="simple">
@ -451,7 +454,7 @@ 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>
</div>
<div class="section" id="link-invoice-to-spread-costs-revenues-board">
<h2><a class="toc-backref" href="#id8">Link Invoice to Spread Costs/Revenues Board</a></h2>
<h2><a class="toc-backref" href="#id10">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>
<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" />
@ -475,35 +478,49 @@ 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>
</div>
<div class="section" id="define-spread-costs-revenues-template">
<h2><a class="toc-backref" href="#id9">Define Spread Costs/Revenues Template</a></h2>
<h2><a class="toc-backref" href="#id11">Define Spread Costs/Revenues Template</a></h2>
<p>Under Invoicing -&gt; Configuration -&gt; Accounting -&gt; Spread Templates, create a new spread template.</p>
<ul class="simple">
<li><em>Spread Type</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>Auto assign template on invoice validate</em></li>
</ul>
<p>When creating a new Spread Costs/Revenues Board, select the right template.
This way the above fields will be copied to the Spread Board.</p>
<p>If <em>Auto assign template on invoice validate</em> is checked, this template will be used to auto create spread, if the underlining invoice match the preset product/account/analytic criteria.</p>
</div>
</div>
<div class="section" id="changelog">
<h1><a class="toc-backref" href="#id10">Changelog</a></h1>
<h1><a class="toc-backref" href="#id12">Changelog</a></h1>
<div class="section" id="id1">
<h2><a class="toc-backref" href="#id11">12.0.1.1.0</a></h2>
<h2><a class="toc-backref" href="#id13">13.0.1.0.0</a></h2>
<ul class="simple">
<li>[MIG] Port account_spread_cost_revenue to V13.</li>
</ul>
</div>
<div class="section" id="id2">
<h2><a class="toc-backref" href="#id14">12.0.2.0.0</a></h2>
<ul class="simple">
<li>[ENH] In spread template, add option to auto create spread on invoice validation</li>
</ul>
</div>
<div class="section" id="id3">
<h2><a class="toc-backref" href="#id15">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>
<div class="section" id="id4">
<h2><a class="toc-backref" href="#id16">12.0.1.0.0</a></h2>
<ul class="simple">
<li>[MIG] Port account_spread_cost_revenue to V12.</li>
</ul>
</div>
<div class="section" id="id3">
<h2><a class="toc-backref" href="#id13">11.0.1.0.0</a></h2>
<div class="section" id="id5">
<h2><a class="toc-backref" href="#id17">11.0.1.0.0</a></h2>
<ul class="simple">
<li>[ADD] Module account_spread_cost_revenue.
(<a class="reference external" href="https://github.com/OCA/account-financial-tools/pull/715">#715</a>)</li>
@ -511,36 +528,36 @@ in place of account from invoice line to set Expense/Revenue account in the spre
</div>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id14">Bug Tracker</a></h1>
<h1><a class="toc-backref" href="#id18">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>.
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
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#id15">Credits</a></h1>
<h1><a class="toc-backref" href="#id19">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id16">Authors</a></h2>
<h2><a class="toc-backref" href="#id20">Authors</a></h2>
<ul class="simple">
<li>Onestein</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id17">Contributors</a></h2>
<h2><a class="toc-backref" href="#id21">Contributors</a></h2>
<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>Kitti U. &lt;<a class="reference external" href="mailto:kittiu&#64;ecosoft.co.th">kittiu&#64;ecosoft.co.th</a>&gt;</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#id18">Other credits</a></h2>
<h2><a class="toc-backref" href="#id22">Other credits</a></h2>
<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
Odoo 11.0 Community developed by Odoo SA.</p>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id19">Maintainers</a></h2>
<h2><a class="toc-backref" href="#id23">Maintainers</a></h2>
<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>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/astirpe"><img alt="astirpe" src="https://github.com/astirpe.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/12.0/account_spread_cost_revenue">OCA/account-financial-tools</a> project on GitHub.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue">OCA/account-financial-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>