Sales Invoice Plan

sale_invoice_plan · OCA/sale-workflow

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Sales
    Folder size
    0.21 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-08-07 08:42:48
    Authors
    Odoo Community Association (OCA), Ecosoft
    Maintainers
    Odoo Community Association (OCA), Ecosoft
    Committers
    Weblate, Ruchir Shukla, OCA-git-bot, oca-ci
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - sale_management
    - sale
    - sales_team
    - account_payment
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    l10n_br_sale_invoice_plan, sale_invoice_plan_report
    Description
    By standard feature, user can gradually create partial invoices, one by
one. This module add ability to create invoices based on the predefined
invoice plan, either all at once, or one by one. The plan support both
advance invoice and installment invoices.

    Code Analysis ⓘ

    Views touched (7)
    XML IDNameModelTypeStatus
    view_order_form_invoice_plan view.order.form.invoice.plan sale.order form Inherits sale.view_order_form
    view_sale_create_invoice_plan Create Invoice Plan sale.create.invoice.plan form New
    view_sale_invoice_plan_filter view.sale.invoice.plan.filter sale.invoice.plan search New
    view_sale_invoice_plan_form view.sale.invoice.plan.form sale.invoice.plan form New
    view_sale_invoice_plan_list view.sale.invoice.plan.list sale.invoice.plan list New
    view_sale_invoice_plan_list_readonly view.sale.invoice.plan.list sale.invoice.plan list New
    view_sale_make_planned_invoice Invoice Orders sale.make.planned.invoice form New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (5)
    • advance Boolean
      default=False string='Advance on 1st Invoice'
    • installment_date Date
      default=fields.Date.context_today required=True
    • interval Integer
      default=1 required=True
    • interval_type Selection
      default='month' required=True args: [('day', 'Day'), ('month', 'Month'), ('year', 'Year')]
    • num_installment Integer
      default=0 required=True string='Number of Installment'
    Public methods (1)
    • sale_create_invoice_plan(self)

    New fields (15)
    • amount Float
      compute='_compute_amount' digits='Product Price' help='This amount will be used to calculate the percent' inverse='_inverse_amount'
    • amount_invoiced Float
      compute='_compute_invoiced' store=True
    • distribution_analytic_account_ids Many2many → account.analytic.account
      compute='_compute_distribution_analytic_account_ids' store=True string='Distribution Analytic Accounts' args: 'account.analytic.account'
    • installment Integer
    • invoice_move_ids Many2many → account.move
      column1='plan_id' column2='move_id' readonly=True relation='sale_invoice_plan_invoice_rel' string='Invoices' args: 'account.move'
    • invoice_type Selection
      default='installment' required=True string='Type' args: [('advance', 'Advance'), ('installment', 'Installment')]
    • invoiced Boolean
      compute='_compute_invoiced' help='If this line already invoiced' store=True string='Invoice Created'
    • last Boolean
      compute='_compute_last' help='Last installment will create invoice use remaining amount' string='Last Installment'
    • no_edit Boolean
      compute='_compute_no_edit'
    • partner_id Many2one → res.partner
      comodel_name='res.partner' index=True related='sale_id.partner_id' store=True string='Customer'
    • percent Float
      digits='Sales Invoice Plan Percent' help='This percent will be used to calculate new quantity'
    • plan_date Date
      required=True
    • sale_id Many2one → sale.order
      comodel_name='sale.order' index=True ondelete='cascade' readonly=True string='Sales Order'
    • state Selection
      index=True related='sale_id.state' store=True string='Status'
    • to_invoice Boolean
      compute='_compute_to_invoice' help='If this line is ready to create new invoice' string='Next Invoice'
    Public methods (1)
    • unlink(self)

    New fields (0)

    No new fields.

    Public methods (1)
    • create_invoices_by_plan(self)

    New fields (5)
    • invoice_plan_ids One2many → sale.invoice.plan
      comodel_name='sale.invoice.plan' copy=False inverse_name='sale_id'
    • invoice_plan_process Boolean
      compute='_compute_invoice_plan_process' help='At least one invoice plan line pending to create invoice' string='Invoice Plan In Process'
    • invoice_plan_total_amount Monetary
      compute='_compute_invoice_plan_total' string='Total Plan Amount'
    • invoice_plan_total_percent Float
      compute='_compute_invoice_plan_total' string='Percent'
    • use_invoice_plan Boolean
      copy=False default=False
    Public methods (3)
    • action_confirm(self)
    • create_invoice_plan(self, num_installment, installment_date, interval, interval_type, advance)
    • remove_invoice_plan(self)

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    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    211 days ago
    Last activity
    24 days ago
    Repository
    OCA/sale-workflow
    Pull request
    [19.0][MIG] `sale_invoice_plan` (#4121)