[12.0][BACKPORT] account_invoice_show_currency_rate

account_invoice_show_currency_rate/README.rst

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+==================================
+Account Invoice Show Currency Rate
+==================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:36d068e95671207fa8038115fa06dfe78b06c7832b0c0b58a153f225a24d43a9
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/licence-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--invoicing-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-invoicing/tree/13.0/account_invoice_show_currency_rate
+    :alt: OCA/account-invoicing
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-invoicing-13-0/account-invoicing-13-0-account_invoice_show_currency_rate
+    :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-invoicing&target_branch=13.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module shows the currency rate applied in invoices, so you can visually verify what is going to be applied for the exchange, or which one was applied once converted to company currency.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Enable the option for multiple currencies in your instance:
+
+#. Go to Invoicing > Configuration > Settings > Currencies > Multi-Currencies
+#. Go to any draft invoice
+#. Change the invoice currency
+#. The proper currency rate, based on the invoice date and the selected currency, will be shown.
+#. Add any invoice line.
+#. Odoo has already generated the journal item lines with the rate applied, so the currency rate shown is get from the division between the amount in currency by the amount in company currency.
+
+Some rates must be defined (and be distinct to 1.0) for currencies different from the company default.
+
+#. Go to Invoicing > Configuration > Currencies and go to EUR
+#. Go to Rates smart-button
+#. Update 01/01/2010 record and change rate to 1.5
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to Invoicing > Customer > Invoice
+#. Create Invoice and set Currency distinct to company currency (EUR for example)
+#. Rate account show according to currency defined.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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-invoicing/issues/new?body=module:%20account_invoice_show_currency_rate%0Aversion:%2013.0%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
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Pedro M. Baeza
+  * Víctor Martínez
+
+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-victoralmau| image:: https://github.com/victoralmau.png?size=40px
+    :target: https://github.com/victoralmau
+    :alt: victoralmau
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-victoralmau| 
+
+This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/13.0/account_invoice_show_currency_rate>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_invoice_show_currency_rate/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

account_invoice_show_currency_rate/__manifest__.py

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+# Copyright 2021 Tecnativa - Víctor Martínez
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Account Invoice Show Currency Rate",
+    "summary": "Show currency rate in invoices.",
+    "version": "12.0.1.0.0",
+    "category": "Accounting & Finance",
+    "website": "https://github.com/OCA/account-invoicing",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "installable": True,
+    "depends": ["account"],
+    "maintainers": ["victoralmau"],
+    "data": [
+        "views/account_move_view.xml",
+        "views/account_invoice_view.xml",
+    ],
+}

account_invoice_show_currency_rate/i18n/account_invoice_show_currency_rate.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_show_currency_rate
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 13.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model,name:account_invoice_show_currency_rate.model_account_move
+msgid "Journal Entries"
+msgstr ""
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model.fields,field_description:account_invoice_show_currency_rate.field_account_move__currency_rate_amount
+msgid "Rate amount"
+msgstr ""
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model.fields,field_description:account_invoice_show_currency_rate.field_account_move__show_currency_rate_amount
+msgid "Show Currency Rate Amount"
+msgstr ""

account_invoice_show_currency_rate/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_show_currency_rate
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 13.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2021-07-09 11:07+0000\n"
+"PO-Revision-Date: 2021-07-09 13:09+0200\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 2.3\n"
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model,name:account_invoice_show_currency_rate.model_account_move
+msgid "Journal Entries"
+msgstr "Asientos contables"
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model.fields,field_description:account_invoice_show_currency_rate.field_account_move__currency_rate_amount
+msgid "Rate amount"
+msgstr "Valor de cambio de moneda"
+
+#. module: account_invoice_show_currency_rate
+#: model:ir.model.fields,field_description:account_invoice_show_currency_rate.field_account_move__show_currency_rate_amount
+msgid "Show Currency Rate Amount"
+msgstr ""

account_invoice_show_currency_rate/models/__init__.py

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+from . import account_move
+from . import account_invoice

account_invoice_show_currency_rate/models/account_invoice.py

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+# Copyright 2021 Tecnativa - Víctor Martínez
+# Copyright 2024 ForgeFlow S.L. (http://www.forgeflow.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import api, fields, models
+
+
+class AccountInvoice(models.Model):
+    _inherit = "account.invoice"
+
+    currency_rate_amount = fields.Float(
+        string="Rate amount", compute="_compute_currency_rate_amount", digits=0,
+    )
+    show_currency_rate_amount = fields.Boolean(
+        compute="_compute_show_currency_rate_amount", readonly=True
+    )
+
+    @api.depends(
+        "state",
+        "date",
+        "amount_total_company_signed",
+        "amount_total_signed",
+        "company_id",
+        "currency_id",
+        "show_currency_rate_amount",
+    )
+    def _compute_currency_rate_amount(self):
+        """ It's necessary to define value according to some cases:
+        - Case A: Currency is equal to company currency (Value = 1)
+        - Case B: Invoice exist previously (confirmed) and get real rate
+        according to amount
+        - Case C: Get expected rate (according to date)
+        to show some value in creation.
+        """
+        for item in self:
+            item.currency_rate_amount = 1
+            if not item.show_currency_rate_amount:
+                continue
+            if item.state == 'open':
+                item.currency_rate_amount = item.currency_id.round(
+                    item.amount_total_signed / item.amount_total_company_signed
+                )
+            else:
+                date = item.date or fields.Date.today()
+                item.currency_rate_amount = item.currency_id.with_context(
+                    date=date).rate
+
+    @api.depends("currency_id", "currency_id.rate_ids", "company_id")
+    def _compute_show_currency_rate_amount(self):
+        for item in self:
+            item.show_currency_rate_amount = (
+                item.currency_id and item.currency_id != item.company_id.currency_id
+            )

account_invoice_show_currency_rate/models/account_move.py

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+# Copyright 2021 Tecnativa - Víctor Martínez
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import api, fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    currency_rate_amount = fields.Float(
+        string="Rate amount", compute="_compute_currency_rate_amount", digits=0,
+    )
+
+    @api.depends(
+        "move_id.state",
+        "move_id.date",
+        "amount_currency",
+        "balance",
+        "move_id.company_id",
+        "currency_id",
+    )
+    def _compute_currency_rate_amount(self):
+        """ It's necessary to define value according to some cases:
+        - Case A: Currency is equal to company currency (Value = 1)
+        - Case B: Move exist previously (posted)
+        and get real rate according to lines
+        - Case C: Get expected rate (according to date)
+        to show some value in creation.
+        """
+        for item in self:
+            item.currency_rate_amount = 1
+            if (
+                not item.currency_id
+                or item.currency_id == item.move_id.company_id.currency_id
+            ):
+                continue
+            amount_currency = abs(item.amount_currency)
+            if item.move_id.state == "posted" and amount_currency > 0:
+                item.currency_rate_amount = item.currency_id.round(
+                    amount_currency / abs(item.balance)
+                )
+            else:
+                date = item.move_id.date or fields.Date.today()
+                item.currency_rate_amount = item.currency_id.with_context(
+                    date=date).rate

account_invoice_show_currency_rate/readme/CONFIGURE.rst

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+Enable the option for multiple currencies in your instance:
+
+#. Go to Invoicing > Configuration > Settings > Currencies > Multi-Currencies
+#. Go to any draft invoice
+#. Change the invoice currency
+#. The proper currency rate, based on the invoice date and the selected currency, will be shown.
+#. Add any invoice line.
+#. Odoo has already generated the journal item lines with the rate applied, so the currency rate shown is get from the division between the amount in currency by the amount in company currency.
+
+Some rates must be defined (and be distinct to 1.0) for currencies different from the company default.
+
+#. Go to Invoicing > Configuration > Currencies and go to EUR
+#. Go to Rates smart-button
+#. Update 01/01/2010 record and change rate to 1.5

account_invoice_show_currency_rate/readme/CONTRIBUTORS.rst

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+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Pedro M. Baeza
+  * Víctor Martínez

account_invoice_show_currency_rate/readme/DESCRIPTION.rst

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+This module shows the currency rate applied in invoices, so you can visually verify what is going to be applied for the exchange, or which one was applied once converted to company currency.

account_invoice_show_currency_rate/readme/USAGE.rst

@@ -0,0 +1,5 @@
+To use this module, you need to:
+
+#. Go to Invoicing > Customer > Invoice
+#. Create Invoice and set Currency distinct to company currency (EUR for example)
+#. Rate account show according to currency defined.