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account_payment_return: Implement find match with reference field (#2)
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[IMP] account_payment_return: Implement find match with reference field
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carlosdauden committed Mar 7, 2023
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13 changes: 9 additions & 4 deletions account_payment_return/README.rst
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Expand Up @@ -7,8 +7,8 @@ Returned Customers Payment Orders
=================================

This module implements customer receivables returns and allows to send
related reconciled account move lines back to a state where
the debt is still open, and letting history of it.
related reconciled account move lines back to a state where the debt is still
open, and letting history of it.

This module can be extended adding importers that automatically fills the
full returned payment record.
Expand All @@ -20,6 +20,10 @@ Go to Accounting > Customers > Customer Payment Returns, and create a new
record, register on each line a paid (reconciled) receivable journal item,
and input the amount that is going to be returned.

Another option to fill info is setting references and click match button to
find matches with invoices, move lines or moves. This functionality is extended
by other modules as *account_payment_return_import_sepa_pain*

Next, press button "Confirm" to create a new move line that removes the
balance from the bank journal and reconcile items together to show payment
history through it.
Expand Down Expand Up @@ -52,9 +56,10 @@ Contributors
------------
* 7 i TRIA <http://www.7itria.cat>
* Avanzosc <http://www.avanzosc.com>
* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
* Pedro M. Baeza <pedro.baeza@tecnativa.com>
* Markus Schneider <markus.schneider@initos.com>
* Sergio Teruel <sergio@incaser.es>
* Sergio Teruel <sergio.teruel@tecnativa.com>
* Carlos Dauden <carlos.dauden@tecnativa.com>

Maintainer
----------
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32 changes: 7 additions & 25 deletions account_payment_return/__init__.py
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@@ -1,27 +1,9 @@
# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (c) 2011-2012 7 i TRIA <http://www.7itria.cat>
# Copyright (c) 2011-2012 Avanzosc <http://www.avanzosc.com>
# Copyright (c) 2013 Serv. Tecnol. Avanzados <http://www.serviciosbaeza.com>
# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
# Copyright (c) 2014 initOS GmbH & Co. KG <http://initos.com/>
# Markus Schneider <markus.schneider at initos.com>
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published
# by the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
# -*- coding: utf-8 -*-
# © 2011-2012 7 i TRIA <http://www.7itria.cat>
# © 2011-2012 Avanzosc <http://www.avanzosc.com>
# © 2013 Pedro M. Baeza <pedro.baeza@tecnativa.com>
# © 2014 Markus Schneider <markus.schneider@initos.com>
# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
42 changes: 10 additions & 32 deletions account_payment_return/__openerp__.py
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@@ -1,33 +1,12 @@
# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (c) 2011-2012 7 i TRIA <http://www.7itria.cat>
# Copyright (c) 2011-2012 Avanzosc <http://www.avanzosc.com>
# Copyright (c) 2013 Serv. Tecnol. Avanzados <http://www.serviciosbaeza.com>
# Pedro M. Baeza <pedro.baeza at serviciosbaeza.com>
# Copyright (c) 2014 initOS GmbH & Co. KG <http://initos.com/>
# Markus Schneider <markus.schneider at initos.com>
# Copyright (c) 2015 Incaser Informatica <http://www.incaser.es/>
# Sergio Teruel <sergio at incaser.es>
# Copyright (c) 2015 Serv. Tecnol. Avanzados <http://www.serviciosbaeza.com>
# Pedro M. Baeza <pedro.baeza at serviciosbaeza.com>
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published
# by the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################

# © 2011-2012 7 i TRIA <http://www.7itria.cat>
# © 2011-2012 Avanzosc <http://www.avanzosc.com>
# © 2013 Pedro M. Baeza <pedro.baeza@tecnativa.com>
# © 2014 Markus Schneider <markus.schneider@initos.com>
# © 2015 Sergio Teruel <sergio.teruel@tecnativa.com>
# © 2015 Pedro M. Baeza <pedro.baeza@tecnativa.com>
# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Account Payment Returns",
Expand All @@ -39,11 +18,10 @@
'account',
],
'author': '7 i TRIA, '
'Serv. Tecnol. Avanzados - Pedro M. Baeza, '
'Incaser Informática, '
'Tecnativa, '
'initOS GmbH & Co., '
'Odoo Community Association (OCA)',
'website': 'http://www.serviciosbaeza.com',
'website': 'http://www.tecnativa.com',
'data': [
'security/ir.model.access.csv',
'security/account_payment_return_security.xml',
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