Metadata-Version: 2.1
Name: odoo-addon-sale_invoice_plan_report
Version: 18.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-sale_invoice_plan==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Add invoice plan to sales order/quotation PDF report
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: Escodoo, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. 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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.. |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--workflow-lightgray.png?logo=github
    :target: https://github.com/OCA/sale-workflow/tree/18.0/sale_invoice_plan_report
    :alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-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-workflow&target_branch=18.0
    :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 names/descriptions
- 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 name/description
   - 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:

- **Installment**: Description of each payment 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-workflow/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-workflow/issues/new?body=module:%20sale_invoice_plan_report%0Aversion:%2018.0%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 <kaynnan.lemes@escodoo.com.br>
     - Marcel Savegnago <marcel.savegnago@escodoo.com.br>

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-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_invoice_plan_report>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
