Initial commit: OCA Financial packages (186 packages)

2026-04-26 16:42:05 +02:00 · 2025-08-29 15:43:04 +02:00 · 2025-08-29 15:43:04 +02:00 · 3e0e8473fb
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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=======================
+Account Loan management
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:e9166d9cd17ed80b7bec2cb69e714e3dbe384c48a4be3117405fba370289fb79
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/16.0/account_loan
+    :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-16-0/account-financial-tools-16-0-account_loan
+    :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=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of accounting to support loans.
+It will create automatically moves or invoices for loans.
+Moreover, you can check the pending amount to be paid and reduce the debt.
+
+It currently supports two kinds of debts:
+
+* Loans: a standard debt with banks, that only creates account moves.
+   Loan types info:
+   `APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`_,
+   `EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`_,
+   `Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`_.
+* Leases: a debt with a bank where purchase invoices are necessary
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to `Invoicing / Accounting > Accounting > Loans`
+#. Configure a loan selecting the company, loan type, amount, rate and accounts
+#. Post the loan, it will automatically create an account move with the
+   expected amounts
+#. Create automatically the account moves / invoices related to loans and
+   leases before a selected date
+
+On a posted loan 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 loan / lease
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/92/12.0
+
+Changelog
+=========
+
+16.0.1.0.0
+~~~~~~~~~~
+
+Due to the changes on 16, we will generate two moves on leasings, one for the invoice, and another one for the change from long to short term.
+
+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_loan%0Aversion:%2016.0%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
+~~~~~~~
+
+* Creu Blanca
+
+Contributors
+~~~~~~~~~~~~
+
+* Enric Tobella <etobella@creublanca.es>
+* Bhavesh Odedra <bodedra@opensourceintegrators.com>
+* Alberto Martín Cortada <alberto.martin@guadaltech.es>
+
+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
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-etobella| 
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_loan>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.