[16.0][ADD] account_loan_permanent: Introduce permanent loans functionality

account_loan_permanent/README.rst

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+=======================
+Account Loan Permanents
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:f717e521a32308ca7b21651dede43dac5e8293df7acf72e522eac6410e730bd7
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |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--financial--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/16.0/account_loan_permanent
+    :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_permanent
+    :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 loan functionality to allow permanent loans that
+only settle interests.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module for permanent loans, follow these steps:
+
+1. Navigate to Invoicing / Accounting > Accounting > Loans.
+2. Create a new loan or edit an existing one.
+3. Configure the loan by setting the following fields:
+
+   - Company
+   - Loan Type: Select "Only interest" for permanent loans
+   - Amount
+   - Rate
+   - Accounts
+   - Check the "Is Permanent" checkbox
+
+4. Post the loan. This will automatically create an account move with
+   the expected amounts.
+
+For permanent loans: - The system will automatically generate new loan
+lines to maintain the minimum number of future periods. - Only interest
+will be settled, and the principal amount remains constant. - The loan
+will continue indefinitely until manually closed or modified.
+
+Additional features: - Generate loan entries: The system can
+automatically create account moves for unfinished loans up to a
+specified date. - Modify rates: You can adjust rates for unposted lines
+if needed. - Extend loan duration: The system will automatically add new
+periods to maintain the minimum number of future periods.
+
+Note: Permanent loans can only be of type "Only interest". Attempting to
+set a loan as permanent with a different type will result in a warning
+message.
+
+Changelog
+=========
+
+
+
+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_permanent%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
+-------
+
+* Som IT Cooperatiu SCCL
+
+Contributors
+------------
+
+- Nicolás Ramos <[email protected]>
+
+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-nramosdev| image:: https://github.com/nramosdev.png?size=40px
+    :target: https://github.com/nramosdev
+    :alt: nramosdev
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-nramosdev| 
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_loan_permanent>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_loan_permanent/__init__.py

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+from . import models

account_loan_permanent/__manifest__.py

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+# Copyright 2024 Som IT Cooperatiu SCCL - Nicolás Ramos <[email protected]>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Account Loan Permanents",
+    "version": "16.0.1.0.0",
+    "author": "Som IT Cooperatiu SCCL, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-financial-tools",
+    "license": "AGPL-3",
+    "summary": "Extension for permanent loans",
+    "category": "Accounting",
+    "depends": [
+        "account_loan",
+    ],
+    "data": [
+        "views/account_loan_views.xml",
+    ],
+    "installable": True,
+    "maintainers": ["nramosdev"],
+    "development_status": "Alpha",
+}

account_loan_permanent/i18n/account_loan_permanents.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_loan_permanent
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-10-08 09:28+0000\n"
+"PO-Revision-Date: 2024-10-08 09:28+0000\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_loan_permanent
+#: model:ir.model,name:account_loan_permanent.model_account_loan_line
+msgid "Annuity"
+msgstr ""
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,help:account_loan_permanent.field_account_loan__is_permanent
+msgid ""
+"If checked, this loan will be treated as a permanent loan. Permanent loans "
+"are only allowed for 'Only interest' type loans and will continue generating"
+" new periods indefinitely."
+msgstr ""
+
+#. module: account_loan_permanent
+#. odoo-python
+#: code:addons/account_loan_permanent/models/account_loan.py:0
+#, python-format
+msgid "Invalid Loan Type"
+msgstr ""
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,field_description:account_loan_permanent.field_account_loan__is_permanent
+msgid "Is Permanent"
+msgstr ""
+
+#. module: account_loan_permanent
+#: model:ir.model,name:account_loan_permanent.model_account_loan
+msgid "Loan"
+msgstr ""
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,field_description:account_loan_permanent.field_account_loan__min_periods
+msgid "Minimum Periods"
+msgstr ""
+
+#. module: account_loan_permanent
+#. odoo-python
+#: code:addons/account_loan_permanent/models/account_loan.py:0
+#, python-format
+msgid "Permanent loans can only be of type 'Only interest'"
+msgstr ""
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,help:account_loan_permanent.field_account_loan__min_periods
+msgid ""
+"The minimum number of periods for a permanent loan. This ensures that the "
+"loan will have at least this many periods before potentially generating new "
+"ones."
+msgstr ""

account_loan_permanent/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_loan_permanent
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-10-08 09:28+0000\n"
+"PO-Revision-Date: 2024-10-08 11:32+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: nplurals=2; plural=(n != 1);\n"
+"X-Generator: Poedit 3.4.4\n"
+
+#. module: account_loan_permanent
+#: model:ir.model,name:account_loan_permanent.model_account_loan_line
+msgid "Annuity"
+msgstr "Anualidad"
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,help:account_loan_permanent.field_account_loan__is_permanent
+msgid ""
+"If checked, this loan will be treated as a permanent loan. Permanent loans "
+"are only allowed for 'Only interest' type loans and will continue generating "
+"new periods indefinitely."
+msgstr ""
+"Si se comprueba, este préstamo se tratará como un préstamo permanente. Los "
+"préstamos permanentes solo están permitidos para préstamos de tipo “solo "
+"interés” y continuarán generando nuevos períodos indefinidamente."
+
+#. module: account_loan_permanent
+#. odoo-python
+#: code:addons/account_loan_permanent/models/account_loan.py:0
+#, python-format
+msgid "Invalid Loan Type"
+msgstr "Tipo De Préstamo No Válido"
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,field_description:account_loan_permanent.field_account_loan__is_permanent
+msgid "Is Permanent"
+msgstr "Es permanente"
+
+#. module: account_loan_permanent
+#: model:ir.model,name:account_loan_permanent.model_account_loan
+msgid "Loan"
+msgstr "Préstamo"
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,field_description:account_loan_permanent.field_account_loan__min_periods
+msgid "Minimum Periods"
+msgstr "Períodos Mínimos"
+
+#. module: account_loan_permanent
+#. odoo-python
+#: code:addons/account_loan_permanent/models/account_loan.py:0
+#, python-format
+msgid "Permanent loans can only be of type 'Only interest'"
+msgstr "Los préstamos permanentes solo pueden ser del tipo “Solo intereses”"
+
+#. module: account_loan_permanent
+#: model:ir.model.fields,help:account_loan_permanent.field_account_loan__min_periods
+msgid ""
+"The minimum number of periods for a permanent loan. This ensures that the "
+"loan will have at least this many periods before potentially generating new "
+"ones."
+msgstr ""
+"El número mínimo de períodos para un préstamo permanente. Esto asegura que "
+"el préstamo tenga al menos estos períodos antes de generar potencialmente "
+"otros nuevos."

account_loan_permanent/models/__init__.py

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+from . import account_loan
+from . import account_loan_line

account_loan_permanent/models/account_loan.py

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+# Copyright 2024 Som IT Cooperatiu SCCL - Nicolás Ramos <[email protected]>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import _, api, fields, models
+
+
+class AccountLoan(models.Model):
+    """Extend account.loan model to add permanent loan functionality."""
+
+    _inherit = "account.loan"
+
+    is_permanent = fields.Boolean(
+        default=False,
+        help="If checked, this loan will be treated as a permanent loan. "
+        "Permanent loans are only allowed for 'Only interest' type loans "
+        "and will continue generating new periods indefinitely.",
+    )
+    min_periods = fields.Integer(
+        string="Minimum Periods",
+        default=60,
+        help="The minimum number of periods for a permanent loan. "
+        "This ensures that the loan will have at least this many periods "
+        "before potentially generating new ones.",
+    )
+
+    @api.onchange("is_permanent", "loan_type")
+    def _onchange_is_permanent(self):
+        """Handle changes in is_permanent and loan_type fields."""
+        if self.is_permanent and self.loan_type != "interest":
+            self.is_permanent = False
+            return {
+                "warning": {
+                    "title": _("Invalid Loan Type"),
+                    "message": _("Permanent loans can only be of type 'Only interest'"),
+                }
+            }
+        if self.is_permanent:
+            self.residual_amount = 0
+            self.periods = max(self.periods, self.min_periods)
+
+    def _create(self, data_list):
+        res = super()._create(data_list)
+        for loan in res.filtered(lambda l: l.is_permanent):
+            loan.periods = loan.min_periods
+        return res
+
+    @api.model
+    def _generate_loan_entries(self, date):
+        """
+        Generate the moves of unfinished loans before date
+        :param date:
+        :return:
+        """
+        res = super()._generate_loan_entries(date)
+        for loan in self.filtered(lambda l: l.is_permanent):
+            lines = loan.line_ids.filtered(lambda l: l.date <= date and not l.move_ids)
+            if lines:
+                res += lines._generate_move()
+                loan.periods += len(lines)
+                last_line = loan.line_ids.sorted(key=lambda r: r.sequence)[-1]
+                while last_line.date <= date:
+                    new_line = self.env["account.loan.line"]._create_next_line(
+                        last_line
+                    )
+                    last_line = new_line
+                    loan.periods += 1
+        return res