Sale payment sheet (sale_payment_sheet)

This module allows salesmen to register payments in a new document
called payment sheet, accessible only with the sales permission. This
sheet includes the paid amount, and an optional reference to which
invoice(s) is(are) being paid. This payment sheet will generate a bank
statement when confirmed.

Code Analysis ⓘ

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	list	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	list	New
`view_users_form`		res.users	form	Inherits base.view_users_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
ondelete='cascade' args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (8)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False store=True string='Reference'
reference Char
copy=False string='External Reference'
state Selection
copy=False default='open' required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink_except_open(self)
@api.ondelete(at_uninstall=False)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink_except_statement_line(self)
@api.ondelete(at_uninstall=False)

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Code Analysis ⓘ

Views touched (7)

HTTP endpoints (0)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 8 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line