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[14.0][ADD] account_internal_transfer: add new module

Open WesleyOliveira98 opened this issue 1 year ago • 4 comments

New module for internal transfers compatible with payment orders

Set up a payable and a receivable account in settings image

  • Create or use a general journal for transfers
  • Create or use bank journals with their bank accounts filled
  • Fill in the amount, date and due date fields image

The Journal Entry was created image

And now, can be used in a payment order image

cc: @marcelsavegnago @kaynnan @douglascstd

WesleyOliveira98 avatar Aug 26 '24 12:08 WesleyOliveira98

Great @WesleyOliveira98 !

I cannot look at the PR in detail now, but at the same time I would like to make sure you guys know something that might be a bit similar that has been done in Odoo v18 so may be it gives you idea how to get it right:

  • v18 PR to share an account between companies: https://github.com/odoo/odoo/pull/171079
  • the demo https://x.com/niyasraphy/status/1824136486956024047

I don't know if you are also trying here to help transfer money between different companies during the reconciliation process (like something can be bought for company A or its branch B using the same bank account which is common in Brazil), but this is indeed a big deal in Brazil where branches use to share some accounts...

cc @renatonlima @mbcosta @alexis-via @sebastienbeau @antoniospneto @felipemotter @pedrobaeza @etobella @douglascstd

rvalyi avatar Aug 26 '24 16:08 rvalyi

but at the same time I would like to make sure you guys know something that might be a bit similar that has been done in Odoo v18 so may be it gives you idea how to get it right:

Pretty cool this new functionality, but isn't similar to what we want to do here

WesleyOliveira98 avatar Aug 26 '24 20:08 WesleyOliveira98

I don't know if you are also trying here to help transfer money between different companies during the reconciliation process

The idea of the module is transfer money between two bank accounts of the same company.

WesleyOliveira98 avatar Aug 26 '24 20:08 WesleyOliveira98

ping @OCA/banking-maintainers

WesleyOliveira98 avatar Sep 11 '24 13:09 WesleyOliveira98

There hasn't been any activity on this pull request in the past 4 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days. If you want this PR to never become stale, please ask a PSC member to apply the "no stale" label.

github-actions[bot] avatar Jan 12 '25 12:01 github-actions[bot]

There hasn't been any activity on this pull request in the past 4 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days. If you want this PR to never become stale, please ask a PSC member to apply the "no stale" label.

github-actions[bot] avatar May 25 '25 12:05 github-actions[bot]

ping @OCA/banking-maintainers

kaynnan avatar May 26 '25 16:05 kaynnan

There hasn't been any activity on this pull request in the past 4 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days. If you want this PR to never become stale, please ask a PSC member to apply the "no stale" label.

github-actions[bot] avatar Oct 05 '25 12:10 github-actions[bot]