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141 changes: 141 additions & 0 deletions sale_invoice_plan_report/README.rst
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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

=========================
Sales Invoice Plan Report
=========================

..
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!! This file is generated by oca-gen-addon-readme !!
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!! source digest: sha256:ae26797bd52187bd2c92fe1e0762d2eac388228726a6cc16c26587e3d97303e6
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.. |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/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%2Fsale--reporting-lightgray.png?logo=github
:target: https://github.com/OCA/sale-reporting/tree/16.0/sale_invoice_plan_report
:alt: OCA/sale-reporting
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-reporting-16-0/sale-reporting-16-0-sale_invoice_plan_report
: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/sale-reporting&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the sales order/quotation PDF report to include invoice plan information when the order is configured to use invoice plans.

When a sales order has an invoice plan configured, the PDF report will automatically display:

* Invoice plan section with detailed installment information
* Installment sequence number
* Due dates for each payment
* Percentage of total amount for each installment
* Calculated amounts in the order currency

The invoice plan section is only displayed when the sales order has "Use Invoice Plan" enabled and contains invoice plan lines.

.. 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:

Installation
============

This module depends on `sale_invoice_plan` from OCA sale-workflow.

1. First, ensure that `sale_invoice_plan` is installed
2. Install this module (`sale_invoice_plan_report`)
3. No additional configuration is required - the module works automatically

Usage
=====

This module works automatically once installed. To see the invoice plan in PDF reports:

1. Create a sales order/quotation
2. Enable "Use Invoice Plan" checkbox
3. Add invoice plan lines (installments) with:
* Installment sequence number
* Due date
* Percentage of total amount
4. Print the quotation or sales order PDF
5. The report will automatically include an "Invoice Plan" section showing all installment details

The invoice plan section appears between the order lines and the totals summary, and includes:

* **No.**: Sequence number of each installment
* **Date**: When each payment is due
* **Percentage**: What percentage of total each installment represents
* **Amount**: Calculated monetary value for each installment

The section is only visible when the order has invoice plans configured.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-reporting/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/sale-reporting/issues/new?body=module:%20sale_invoice_plan_report%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
~~~~~~~

* Escodoo

Contributors
~~~~~~~~~~~~

* `Escodoo <https://escodoo.com.br>`_:

* Kaynnan Lemes <[email protected]>
* Marcel Savegnago <[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-kaynnan| image:: https://github.com/kaynnan.png?size=40px
:target: https://github.com/kaynnan
:alt: kaynnan
.. |maintainer-marcelsavegnago| image:: https://github.com/marcelsavegnago.png?size=40px
:target: https://github.com/marcelsavegnago
:alt: marcelsavegnago

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-kaynnan| |maintainer-marcelsavegnago|

This module is part of the `OCA/sale-reporting <https://github.com/OCA/sale-reporting/tree/16.0/sale_invoice_plan_report>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions sale_invoice_plan_report/__init__.py
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# This addon customizes the sale order report template only.
22 changes: 22 additions & 0 deletions sale_invoice_plan_report/__manifest__.py
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# Copyright 2025 Escodoo (http://escodoo.com.br/)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)

{
"name": "Sales Invoice Plan Report",
"summary": "Add invoice plan to sales order/quotation PDF report",
"version": "16.0.1.0.0",
"author": "Escodoo, Odoo Community Association (OCA)",
"license": "AGPL-3",
"website": "https://github.com/OCA/sale-reporting",
"category": "Sales",
"depends": [
"sale_invoice_plan",
],
"data": [
"views/report_saleorder.xml",
],
"development_status": "Alpha",
"maintainers": ["kaynnan", "marcelsavegnago"],
"installable": True,
"auto_install": False,
}
4 changes: 4 additions & 0 deletions sale_invoice_plan_report/readme/CONTRIBUTORS.rst
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* `Escodoo <https://escodoo.com.br>`_:

* Kaynnan Lemes <[email protected]>
* Marcel Savegnago <[email protected]>
11 changes: 11 additions & 0 deletions sale_invoice_plan_report/readme/DESCRIPTION.rst
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This module extends the sales order/quotation PDF report to include invoice plan information when the order is configured to use invoice plans.

When a sales order has an invoice plan configured, the PDF report will automatically display:

* Invoice plan section with detailed installment information
* Installment sequence number
* Due dates for each payment
* Percentage of total amount for each installment
* Calculated amounts in the order currency

The invoice plan section is only displayed when the sales order has "Use Invoice Plan" enabled and contains invoice plan lines.
5 changes: 5 additions & 0 deletions sale_invoice_plan_report/readme/INSTALL.rst
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This module depends on `sale_invoice_plan` from OCA sale-workflow.

1. First, ensure that `sale_invoice_plan` is installed
2. Install this module (`sale_invoice_plan_report`)
3. No additional configuration is required - the module works automatically
19 changes: 19 additions & 0 deletions sale_invoice_plan_report/readme/USAGE.rst
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This module works automatically once installed. To see the invoice plan in PDF reports:

1. Create a sales order/quotation
2. Enable "Use Invoice Plan" checkbox
3. Add invoice plan lines (installments) with:
* Installment sequence number
* Due date
* Percentage of total amount
4. Print the quotation or sales order PDF
5. The report will automatically include an "Invoice Plan" section showing all installment details

The invoice plan section appears between the order lines and the totals summary, and includes:

* **No.**: Sequence number of each installment
* **Date**: When each payment is due
* **Percentage**: What percentage of total each installment represents
* **Amount**: Calculated monetary value for each installment

The section is only visible when the order has invoice plans configured.
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