[19.0][MIG] account_loan + refactor

.oca/oca-port/blacklist/account_loan.json

@@ -0,0 +1,11 @@
+{
+  "pull_requests": {
+    "orphaned_commits": "(auto) Nothing to port from PR #",
+    "OCA/account-financial-tools#1721": "migration source pr",
+    "OCA/account-financial-tools#1737": "Already ported",
+    "OCA/account-financial-tools#1750": "Already ported",
+    "OCA/account-financial-tools#1760": "Already ported",
+    "OCA/account-financial-tools#1816": "Already ported",
+    "OCA/account-financial-tools#1952": "Already ported"
+  }
+}

account_leasing/README.rst

@@ -0,0 +1,129 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============
+Account Leasing
+===============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:414c44c1e523a88ee09257d5ca6197adf3a43a59b760053499549b0324216697
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/license-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%2Faccount--financial--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/19.0/account_leasing
+    :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-19-0/account-financial-tools-19-0-account_leasing
+    :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/account-financial-tools&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of account loans to manage
+leasing. It will create automatically moves or invoices for loans.
+Moreover, you can check the pending amount to be paid and reduce the
+debt.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Go to Invoicing / Accounting > Accounting > Loans
+2. Configure a leasing selecting the company, loan type, amount, rate
+   and accounts
+3. Post the loan, it will automatically create an account move with the
+   expected amounts
+4. Create automatically the account moves / invoices related to leases
+   before a selected date
+
+On a posted lease you can:
+
+- Create moves or invoices (according to the configuration)
+- Modify rates when needed (only unposted lines will be modified)
+- Reduce or cancel the debt of a lease
+
+|Try me on Runbot|
+
+.. |Try me on Runbot| image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :target: https://runbot.odoo-community.org/runbot/92/12.0
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_leasing%0Aversion:%2019.0%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
+-------
+
+* Pierre Verkest
+
+Contributors
+------------
+
+- Enric Tobella <etobella@creublanca.es>
+- Bhavesh Odedra <bodedra@opensourceintegrators.com>
+- Alberto Martín Cortada <alberto.martin@guadaltech.es>
+- `Tecnativa <https://www.tecnativa.com>`__:
+
+  - Juan Carlos Oñate
+
+- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`__
+
+  - Bhavesh Heliconia
+
+- Pierre Verkest <pierre@verkest.fr>
+
+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.
+
+.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
+    :target: https://github.com/etobella
+    :alt: etobella
+.. |maintainer-petrus-v| image:: https://github.com/petrus-v.png?size=40px
+    :target: https://github.com/petrus-v
+    :alt: petrus-v
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-etobella| |maintainer-petrus-v| 
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/19.0/account_leasing>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_leasing/__init__.py

@@ -0,0 +1,4 @@
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models
+from . import wizards

account_leasing/__manifest__.py

@@ -0,0 +1,20 @@
+# Copyright 2026 ACSONE SA/NV (<http://acsone.eu>)
+# @author Pierre Verkest <pierre@verkest.fr>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Account Leasing",
+    "version": "19.0.1.0.0",
+    "author": "Pierre Verkest, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-financial-tools",
+    "license": "AGPL-3",
+    "category": "Accounting",
+    "depends": ["account", "account_loan"],
+    "data": [
+        "views/account_loan_lines_view.xml",
+        "views/account_loan_view.xml",
+        "wizards/account_loan_generate_entries_view.xml",
+    ],
+    "installable": True,
+    "maintainers": ["etobella", "petrus-v"],
+    "external_dependencies": {},
+}

account_leasing/models/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import account_loan
+from . import account_loan_line

account_leasing/models/account_loan.py

@@ -0,0 +1,81 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from odoo import api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.fields import Domain
+
+
+class AccountLoan(models.Model):
+    _inherit = "account.loan"
+
+    loan_type = fields.Selection(
+        selection_add=[("leasing", "Leasing")],
+        ondelete={"leasing": "set default"},
+    )
+    leased_asset_account_id = fields.Many2one(
+        "account.account",
+        domain="[('company_ids', '=', company_id)]",
+    )
+    long_term_journal_id = fields.Many2one(
+        "account.journal",
+        domain="[('company_id', '=', company_id),('type', '=', 'general')]",
+        readonly=True,
+        check_company=True,
+    )
+    product_id = fields.Many2one(
+        "product.product",
+        string="Loan product",
+        help="Product where the amount of the loan will be assigned when the "
+        "invoice is created",
+    )
+    interests_product_id = fields.Many2one(
+        "product.product",
+        string="Interest product",
+        help="Product where the amount of interests will be assigned when the "
+        "invoice is created",
+    )
+    post_invoice = fields.Boolean(
+        default=True, help="Invoices will be posted automatically"
+    )
+
+    def _check_laon_type_constrains(self):
+        res = super()._check_laon_type_constrains()
+        if self.loan_type == "leasing" and self.loan_amount < 0:
+            raise ValidationError(
+                self.env._("Leasing type must have postive amount or change the type")
+            )
+        return res
+
+    def _journal_type_domain(self):
+        if self.loan_type == "leasing":
+            return Domain("type", "=", "purchase")
+        return super()._journal_type_domain()
+
+    @api.onchange("loan_type", "company_id")
+    def _onchange_loan_type(self):
+        self.residual_amount = 0.0
+
+    def view_account_invoices(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_in_invoice_type"
+        )
+        result["domain"] = Domain(
+            [("loan_id", "=", self.id), ("move_type", "=", "in_invoice")]
+        )
+        return result
+
+    @api.model
+    def _generate_leasing_entries(self, date):
+        res = []
+        for record in self.search(
+            Domain([("state", "=", "posted"), ("loan_type", "=", "leasing")])
+        ):
+            res += record.line_ids.filtered(
+                lambda r: r.date <= date and not r.move_ids
+            )._generate_invoice()
+        return res
+
+    @api.model
+    def _loan_and_borrow_domain(self):
+        return Domain("loan_type", "!=", "leasing")

account_leasing/models/account_loan_line.py

@@ -0,0 +1,134 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from odoo import Command, fields, models
+from odoo.exceptions import UserError
+from odoo.fields import Domain
+
+
+class AccountLoanLine(models.Model):
+    _inherit = "account.loan.line"
+
+    loan_type = fields.Selection(
+        related="loan_id.loan_type",
+    )
+
+    def _invoice_vals(self):
+        self.ensure_one()
+        return {
+            "loan_line_id": self.id,
+            "loan_id": self.loan_id.id,
+            "move_type": "in_invoice",
+            "partner_id": self.loan_id.partner_id.id,
+            "invoice_date": self.date,
+            "journal_id": self.loan_id.journal_id.id,
+            "company_id": self.loan_id.company_id.id,
+            "invoice_line_ids": [
+                Command.create(vals) for vals in self._invoice_line_vals()
+            ],
+        }
+
+    def _add_basic_values_invoice_line(self, vals):
+        vals.append(
+            {
+                "product_id": self.loan_id.product_id.id,
+                "name": self.loan_id.product_id.name,
+                "quantity": 1,
+                "price_unit": self.principal_amount,
+                "account_id": self.loan_id.short_term_loan_account_id.id,
+            }
+        )
+        return vals
+
+    def _add_interests_values_invoice_line(self, vals):
+        vals.append(
+            {
+                "product_id": self.loan_id.interests_product_id.id,
+                "name": self.loan_id.interests_product_id.name,
+                "quantity": 1,
+                "price_unit": self.interests_amount,
+                "account_id": self.loan_id.interest_expenses_account_id.id,
+            }
+        )
+        return vals
+
+    def _invoice_line_vals(self):
+        vals = list()
+        vals = self._add_basic_values_invoice_line(vals)
+        vals = self._add_interests_values_invoice_line(vals)
+        return vals
+
+    def _generate_invoice(self):
+        """
+        Computes invoices of leases
+        :return: list of account.move generated
+        """
+        res = []
+        for record in self:
+            if not record.move_ids:
+                if record.loan_id.line_ids.filtered(
+                    lambda r, rec=record: r.date < rec.date and not r.move_ids
+                ):
+                    raise UserError(self.env._("Some invoices must be created first"))
+                invoice = self.env["account.move"].create(record._invoice_vals())
+                res.append(invoice.id)
+                for line in invoice.invoice_line_ids:
+                    line.tax_ids = line._get_computed_taxes()
+                invoice.flush_recordset()
+                invoice.filtered(
+                    lambda m: m.currency_id.round(m.amount_total) < 0
+                ).action_switch_move_type()
+                if record.loan_id.post_invoice:
+                    invoice.action_post()
+                if (
+                    record.long_term_loan_account_id
+                    and record.long_term_principal_amount != 0
+                ):
+                    move = self.env["account.move"].create(
+                        record._long_term_move_vals()
+                    )
+                    if record.loan_id.post_invoice:
+                        move.action_post()
+                    res.append(move.id)
+        return res
+
+    def _long_term_move_vals(self):
+        return {
+            "loan_line_id": self.id,
+            "loan_id": self.loan_id.id,
+            "date": self.date,
+            "ref": self.name,
+            "journal_id": self.loan_id.long_term_journal_id.id
+            or self.loan_id.journal_id.id,
+            "line_ids": [
+                Command.create(vals) for vals in self._get_long_term_move_line_vals()
+            ],
+        }
+
+    def view_account_values(self):
+        """Shows the invoice if it is a leasing or the move if it is a loan"""
+        self.ensure_one()
+        if self.loan_type == "leasing":
+            return self.view_account_invoices()
+        return super().view_account_values()
+
+    def _generate_account_entry(self):
+        self.ensure_one()
+        if self.loan_type == "leasing":
+            return self._generate_invoice()
+        return super()._generate_account_entry()
+
+    def view_account_invoices(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_out_invoice_type"
+        )
+        result["context"] = {
+            "default_loan_line_id": self.id,
+            "default_loan_id": self.loan_id.id,
+        }
+        result["domain"] = Domain("loan_line_id", "=", self.id)
+        if len(self.move_ids) == 1:
+            res = self.env.ref("account.view_move_form", False)
+            result["views"] = [(res and res.id or False, "form")]
+            result["res_id"] = self.move_ids.id
+        return result

account_leasing/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"