Initial commit: OCA Financial packages (186 packages)

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Ernad Husremovic 2025-08-29 15:43:04 +02:00
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* Enric Tobella <etobella@creublanca.es>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Alberto Martín Cortada <alberto.martin@guadaltech.es>

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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

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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.

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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
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