Initial commit: Odoo 18.0-20251222 extra-addons

account_spread_cost_revenue/readme/CONFIGURE.md

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+To be able to access the full spreading features, the user must belong
+to *Show Full Accounting Features* group.
+
+On the form view of the company, in the *Account Spread* tab, you can
+configure the journals in which the spread journal items will be
+generated by default:
+
+- the *Default Spread Journal for Revenues*,
+- the *Default Spread Journal for Expenses*.
+
+In the same *Account Spread* tab, you can also configure the Spread
+Balance Sheet Accounts used by default:
+
+- the *Default Spread Account for Revenues*,
+- the *Default Spread Account for Expenses*.
+
+This module by default allows the spreading even before the receipt of
+the invoice or when the invoice is still draft, so that it is possible
+to work on the plan of the cost/revenue spreading. To disable this
+feature, on the form view of the company disable the *Allow Spread
+Planning* option.
+
+In Spread Template, there is also option to *Auto assign template on
+invoice validate*, based on the preset invoice line criteria.
+
+On the form view of the company, the *Auto-post spread lines* option
+forces the account moves created during the cost/revenue spreading to be
+automatically posted. When this option is false, the user can
+enable/disable the automatic posting by the flag *Auto-post lines*
+present in the spread board.
+
+On the form view of the company, enable the *Auto-archive spread* option
+if you want the cron job to automatically archive the spreads when all
+lines are posted.

account_spread_cost_revenue/readme/CONTRIBUTORS.md

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+- Andrea Stirpe \<<a.stirpe@onestein.nl>\>
+- Kitti U. \<<kittiu@ecosoft.co.th>\>
+- Saran Lim. \<<saranl@ecosoft.co.th>\>
+- [APSL](<https://www.apsl.tech>):
+  - Antoni Marroig \<\<<amarroig@apsl.net>\>\>

account_spread_cost_revenue/readme/CREDITS.md

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+Part of the code in this module (in particular the computation of the
+spread lines) is highly inspired by the Assets Management module from
+the standard Odoo 11.0 Community developed by Odoo SA.

account_spread_cost_revenue/readme/DESCRIPTION.md

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+Allows to spread costs or revenues over a customizable periods, to even
+out cost or invoice spikes.

account_spread_cost_revenue/readme/HISTORY.md

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+## 13.0.1.0.0
+
+- \[MIG\] Port account_spread_cost_revenue to V13.
+
+## 12.0.2.0.0
+
+- \[ENH\] In spread template, add option to auto create spread on
+  invoice validation
+
+## 12.0.1.1.0
+
+- \[ENH\] Add optional Expense/Revenue Account in Chart Template, which
+  can be used in place of account from invoice line to set
+  Expense/Revenue account in the spread
+
+## 12.0.1.0.0
+
+- \[MIG\] Port account_spread_cost_revenue to V12.
+
+## 11.0.1.0.0
+
+- \[ADD\] Module account_spread_cost_revenue.
+  ([\#715](https://github.com/OCA/account-financial-tools/pull/715))

account_spread_cost_revenue/readme/USAGE.md

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+## Define Spread Costs/Revenues Board
+
+Under Invoicing -\> Accounting -\> Journals -\> Spread Costs/Revenues,
+create a new spread board.
+
+Complete the definition of the spreading criteria, by setting the the
+fields:
+
+- *Debit Account*
+- *Credit Account*
+- *Estimated Amount* (The total amount to spread)
+- *Number of Repetitions*
+- *Period Type* (Duration of each period)
+- *Start date*
+- *Journal*
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png)
+
+Click on the "Recalculate unposted lines" button on the top-left to
+calculate the spread lines.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png)
+
+A cron job will automatically create the accounting moves for all the
+lines having date previous that the current day (today).
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png)
+
+By default, the status of the created accounting moves is posted. To
+disable the automatic posting of the accounting moves, set the flag
+*Auto-post lines* to False. This flag is only available when the
+*Auto-post spread lines* option, present on the form view of the
+company, is disabled.
+
+Click on button *Recalculate entire spread* button in the spread board
+to force the recalculation of the spread lines: this will also reset all
+the journal entries previously created.
+
+## Link Invoice to Spread Costs/Revenues Board
+
+Create an invoice or vendor bill in draft. On its lines, the spreading
+right-arrow icon are displayed in dark-grey color.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png)
+
+Click on the spreading right-arrow icon. A wizard prompts to enter a
+*Spread Action Type*:
+
+- *Link to existing spread board*
+- *Create from spread template*
+- *Create new spread board*
+
+Select *Link to existing spread board* and enter the previously
+generated Spread Board. Click on Confirm button: the selected Spread
+Board will be automatically displayed.
+
+Go back to the draft invoice/bill. The spreading functionality is now
+enabled on the invoice line: the spreading right-arrow icon is now
+displayed in green color.
+
+![](https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png)
+
+Validate the invoice/bill. Click on the spreading (green) right-arrow
+icon to open the spread board, then click on the smart button *Posted
+entries* to see the moves of the spread lines together with the move of
+the invoice line.
+
+In case the Subtotal Price of the invoice line is different than the
+*Estimated Amount* of the spread board, the spread lines (not yet
+posted) will be recalculated when validating the invoice/bill.
+
+## Define Spread Costs/Revenues Template
+
+Under Invoicing -\> Configuration -\> Accounting -\> Spread Templates,
+create a new spread template.
+
+- *Spread Type*
+- *Spread Balance Sheet Account*
+- *Expense/Revenue Account* This option visible if invoice line account
+  is balance sheet account, user need to specify this too.
+- *Journal*
+- *Auto assign template on invoice validate*
+
+When creating a new Spread Costs/Revenues Board, select the right
+template. This way the above fields will be copied to the Spread Board.
+
+If *Auto assign template on invoice validate* is checked, this template
+will be used to auto create spread, if the underlining invoice match the
+preset product/account/analytic criteria.