Metadata-Version: 2.1
Name: odoo-addon-stock_move_actual_date
Version: 18.0.1.0.1
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Stock Move Actual Date
Home-page: https://github.com/OCA/stock-logistics-workflow
License: AGPL-3
Author: Quartile, 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
Description-Content-Type: text/x-rst

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======================
Stock Move Actual Date
======================

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This module adds an Actual Date field to the stock picking, stock scrap,
stock move, and stock move line models. This field allows users to
record the actual date on which a stock transfer or stock scrap took
place, in case the transaction in Odoo is processed after the fact.

It also adds an Actual Date field to the Stock Valuation Layer model,
enabling reporting based on this field. This field is computed and
stored according to the following logic:

- If a posted journal entry exists, its date is used.
- If there is no journal entry, the stock move's actual date is used
- Otherwise, convert create_date (datetime) of the stock.valuation.layer
  record to date, with consideration to user's timezone.

It also provides stock quantity history reporting based on the actual
date.

**Table of contents**

.. contents::
   :local:

Configuration
=============

- Go to Settings > Users & Companies > Groups.
- Open 'Modify Actual Date' and add the users who are allowed to edit
  the actual date of completed records (e.g., pickings, scraps).

Usage
=====

Use the Actual Date field in the following transfer and scrap scenarios:

- If you are late in processing a transfer or scrap in Odoo and wish to
  record the transaction with the actual transfer date, fill in the
  Actual Date field in the picking or scrap form. The Actual Date of the
  picking or scrap is then propagated to its corresponding stock moves
  and stock move lines, and is also passed to the journal entry as the
  date.
- You can also update the Actual Date of a completed picking or scrap if
  you belong to the 'Modify Actual Date' group. This operation updates
  the date of the related journal entries, re-proposing a new sequence
  to them as necessary.

Use the Actual Date field in the following stock valuation reporting
scenarios:

1. Go to *Inventory > Reporting > Inventory Valuation* and click
   'Inventory at Date'.
2. In the wizard, select a date in 'Inventory at Date', and click
   'Valuation as of Accounting Date' (note that 'hh:mm:ss' part of the
   selection in 'Inventory at Date' is ignored in this context).

Use the Actual Date field in the following stock quantity history
reporting scenarios:

1. Go to *Inventory > Reporting > Stock* and click 'Inventory at Date'.
2. In the wizard, select a date in 'Inventory at Date', and click
   'Inventory as of Actual Date' (note that the 'hh:mm:ss' part of the
   selection in 'Inventory at Date' is ignored in this context).

Note: You can also use this feature along with
stock_quantity_history_location.

Known issues / Roadmap
======================

Updating the Actual Date of a completed receipt picking for a foreign
currency purchase does not trigger a recalculation of the amounts in the
associated journal entries, even if the currency rate for the new date
differs.

For the Actual Date of existing stock move and stock move line records
created before this module was installed, the user's timezone will not
be considered, and only the date part from the 'date' field in the UTC
timezone will be assigned.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-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/stock-logistics-workflow/issues/new?body=module:%20stock_move_actual_date%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
-------

* Quartile

Contributors
------------

- `Quartile <https://www.quartile.co>`__:

  - Aung Ko Ko Lin
  - Yoshi Tashiro

Maintainers
-----------

This module is maintained by the OCA.

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   :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.

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    :alt: yostashiro
.. |maintainer-aungkokolin1997| image:: https://github.com/aungkokolin1997.png?size=40px
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    :alt: aungkokolin1997

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

|maintainer-yostashiro| |maintainer-aungkokolin1997| 

This module is part of the `OCA/stock-logistics-workflow <https://github.com/OCA/stock-logistics-workflow/tree/18.0/stock_move_actual_date>`_ project on GitHub.

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