16.0 imp pos cash move reason UI qd

pos_cash_move_reason/README.rst

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+======================
+POS cash in-out reason
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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%2Fpos-lightgray.png?logo=github
+    :target: https://github.com/OCA/pos/tree/16.0/pos_cash_move_reason
+    :alt: OCA/pos
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/pos-16-0/pos-16-0-pos_cash_move_reason
+    :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/pos&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allow to define some reasons for the functionality of
+"Cash In / Out" available in point of sale session.
+
+So, with this module it's possible to impact directly an expense or income
+account which is defined on the related reasons and create according
+accounting entries.
+
+**Typical Use Case (not exhaustive)**
+
+* You want to track **Bank deposit** moves, using an intermediate
+  bank account named 'Cash Awaiting Bank Deposit'.
+  (In France, for instance, "581 - Espèce en attente d'encaissement")
+
+* You want to allow payments from Cash Journal to pay recurring
+  little expenses. (Gasoline, parking meter, etc.)
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+* Go to 'Point of Sale' / 'Configuration' / 'Move Reason'
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png
+   :alt: PoS Move Reasons List
+
+* Create or update your PoS move Reasons.
+* for each reason, you can mention the concerned journal(s), (Generally the
+  Cash Journal), and if it is a reason to 'put in' and / or to 'take out'
+  Money.
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/pos_cash_move_form.png
+   :alt: PoS Move Reason
+
+**Note**
+
+You should have checked first 'Used in Point of Sale' for the Journals you want
+to enable the feature.
+
+Usage
+=====
+
+**In backoffice**
+
+* Go to your current session
+
+* Click on the button "Put Money In" or "Take Money Out"
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/pos_session_form.jpeg
+
+* Select the reason, the journal, the amount, and optionaly an extra
+  description
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png
+
+* An account move will be created, with two lines,
+  one with the default journal account, and one with the expense / income
+  reason account.
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/account_move_form.png
+
+**In POS UI**
+
+* Click on Cash In / Out
+
+* Choose Cash In or Cash Out then write the amount
+
+* Choose a Reason
+
+* If it has a Journal, choose Journal and confirm
+
+.. figure:: https://raw.githubusercontent.com/OCA/pos/16.0/pos_cash_move_reason/static/description/pos_cash_move_ui.png
+
+Known issues / Roadmap
+======================
+
+As it is not possible to disable actions on Odoo, a new technical group is
+added by this module, named 'Use Old PoS 'Put or Take Money' Actions', to
+hide native obsolete actions available on the model ``pos.session``
+(the two buttons "Take Money Out" and "Put Money In")
+
+Changelog
+=========
+
+16.0.2.0.0 (2025-07-27)
+~~~~~~~~~~~~~~~~~~~~~~~
+* [IMP] This module works directly on POS UI
+
+16.0.1.0.0 (2025-07-27)
+~~~~~~~~~~~~~~~~~~~~~~~
+* [MIG] Port module to version 16.0.
+
+12.0.3.0.0 (2019-08-13)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* [MIG] Port module to version 12.0.
+* [REF] Don't use ``product.product`` model for Reasons, because Odoo remove
+  the fields ``expense_pdt`` ``and income_pdt`` from the model.
+  Use instead a new model ``pos.move.reason`` for this purpose.
+* [REF] Doesn't inherit from ``cash.box.in`` and ``cash.box.out`` model,
+  as there are bad designed and doesn't allow clean inheritance.
+  Instead, use new transient model ``wizard.pos.move.reason``.
+
+8.0.2.0.0 (2018-06-25)
+~~~~~~~~~~~~~~~~~~~~~~
+
+* [REF] Minor code refactoring.
+
+8.0.1.0.0 (2017-06-08)
+~~~~~~~~~~~~~~~~~~~~~~
+
+* First Version of the module.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/pos/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/pos/issues/new?body=module:%20pos_cash_move_reason%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
+~~~~~~~
+
+* ACSONE SA/NV
+* GRAP
+
+Contributors
+~~~~~~~~~~~~
+
+* Sylvain LE GAL <https://twitter.com/legalsylvain>
+* Quentin DUPONT
+* Dhara Solanki <dhara.solanki@initos.com>
+
+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.
+
+This module is part of the `OCA/pos <https://github.com/OCA/pos/tree/16.0/pos_cash_move_reason>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

pos_cash_move_reason/__init__.py

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+# Copyright 2016 ACSONE SA/NV (<http://acsone.eu>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models
+from . import wizard

pos_cash_move_reason/__manifest__.py

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+# Copyright 2016 ACSONE SA/NV (<http://acsone.eu>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "POS cash in-out reason",
+    "summary": """""",
+    "author": "ACSONE SA/NV," "GRAP," "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/pos",
+    "category": "Point Of sale",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "depends": ["point_of_sale"],
+    "data": [
+        "security/ir_rule.xml",
+        "security/res_groups.xml",
+        "security/ir.model.access.csv",
+        "views/view_pos_move_reason.xml",
+        "views/view_pos_session.xml",
+        "wizard/wizard_pos_move_reason.xml",
+    ],
+    "demo": [
+        "demo/account_account.xml",
+        "demo/account_journal.xml",
+        "demo/pos_move_reason.xml",
+    ],
+    "assets": {
+        "point_of_sale.assets": [
+            "pos_cash_move_reason/static/src/css/*.scss",
+            "pos_cash_move_reason/static/src/xml/**.xml",
+            "pos_cash_move_reason/static/src/js/**.js",
+        ],
+    },
+}

pos_cash_move_reason/demo/account_account.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+Copyright (C) 2018 - Today: GRAP (http://www.grap.coop)
+@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
+License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<odoo>
+    <record id="bank_deposit_account" model="account.account">
+        <field name="code">101505</field>
+        <field name="name">Cash Awaiting Bank Deposit</field>
+        <field name="account_type">asset_cash</field>
+    </record>
+
+    <record id="bank_suspense_account" model="account.account">
+        <field name="code">101405</field>
+        <field name="name">Demo Bank Suspense Account</field>
+        <field name="account_type">asset_current</field>
+    </record>
+
+    <record id="gazoline_expense_account" model="account.account">
+        <field name="code">221500</field>
+        <field name="name">Gazoline Expense</field>
+        <field name="account_type">expense</field>
+    </record>
+
+    <record id="demo_cash_difference_gain" model="account.account">
+        <field name="code">442001</field>
+        <field name="name">Demo Cash Difference Gain</field>
+        <field name="account_type">income</field>
+    </record>
+
+    <record id="demo_cash_difference_loss" model="account.account">
+        <field name="code">642001</field>
+        <field name="name">Demo Cash Difference Loss</field>
+        <field name="account_type">expense</field>
+    </record>
+</odoo>

pos_cash_move_reason/demo/account_journal.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+Copyright (C) 2025 - Today: GRAP (http://www.grap.coop)
+@author: Quentin DUPONT
+License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<!-- <odoo noupdate="1"> -->
+<odoo>
+
+    <record id="account_journal_cash" model="account.journal">
+        <field name="name">Demo Cash Journal</field>
+        <field name="type">cash</field>
+        <field name="code">CASH</field>
+        <field name="company_id" ref="base.main_company" />
+        <field name="default_account_id" ref="bank_deposit_account" />
+        <field name="suspense_account_id" ref="bank_suspense_account" />
+        <field name="profit_account_id" ref="demo_cash_difference_gain" />
+        <field name="loss_account_id" ref="demo_cash_difference_loss" />
+    </record>
+
+</odoo>

pos_cash_move_reason/demo/pos_move_reason.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+Copyright (C) 2018 - Today: GRAP (http://www.grap.coop)
+@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
+License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+-->
+<odoo>
+    <record id="bank_out_reason" model="pos.move.reason">
+        <field name="name">Bank Deposit</field>
+        <field name="is_income_reason" eval="False" />
+        <field name="is_expense_reason" eval="True" />
+        <field name="expense_account_id" ref="bank_suspense_account" />
+        <field
+            name="journal_ids"
+            model="account.journal"
+            eval="[(4, ref('account_journal_cash'))]"
+        />
+        <field name="company_id" ref="base.main_company" />
+    </record>
+    <record id="gasoline_out_reason" model="pos.move.reason">
+        <field name="name">Gazoline Expense</field>
+        <field name="is_income_reason" eval="False" />
+        <field name="is_expense_reason" eval="True" />
+        <field name="expense_account_id" ref="gazoline_expense_account" />
+        <field
+            name="journal_ids"
+            model="account.journal"
+            eval="[(4, ref('account_journal_cash'))]"
+        />
+        <field name="company_id" ref="base.main_company" />
+    </record>
+</odoo>