[18.0][ADD] l10n_jp_summary_invoice_carryover

l10n_jp_summary_invoice_carryover/README.rst

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+=================================
+Japan Summary Invoice - Carryover
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:022ccd1b135e2643a1528cf22d51219ed2641e159300358c1e27fa5dd8b3a2f0
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/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%2Fl10n--japan-lightgray.png?logo=github
+    :target: https://github.com/OCA/l10n-japan/tree/18.0/l10n_jp_summary_invoice_carryover
+    :alt: OCA/l10n-japan
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/l10n-japan-18-0/l10n-japan-18-0-l10n_jp_summary_invoice_carryover
+    :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/l10n-japan&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends Japan Summary Invoice to support carryover amount
+tracking for recurring billing cycles.
+
+It adds the following fields to billings:
+
+-  **Previous Billed Amount**: Total from the previous billing period
+-  **Payment Amount**: Payments received against the previous billing
+-  **Carryover Amount**: Outstanding balance carried forward
+-  **Total Billed Amount**: Carryover plus current purchases
+
+Manual override fields are available to adjust values when needed.
+
+The visibility of carryover amounts in the report can be controlled at
+company, partner, and billing levels.
+
+.. 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:
+
+Configuration
+=============
+
+The visibility of carryover amounts in the report can be controlled at
+three levels:
+
+1. **Company** (default for all partners): Go to *Settings > Invoicing >
+   Japan Summary Invoice* and enable/disable **Show Carryover Amounts**.
+
+2. **Partner** (override for specific customers): Go to the partner
+   form, under *Sales & Purchases > Summary Invoice*, set **Show
+   Carryover Amounts** to:
+
+   -  *Use Company Default*: Follow the company setting
+   -  *Yes*: Always show carryover amounts
+   -  *No*: Never show carryover amounts
+
+3. **Billing** (per-billing override): In the billing form under the
+   *Carryover* tab, the **Show Carryover Amounts** checkbox is computed
+   from the partner setting but can be manually adjusted.
+
+Usage
+=====
+
+1. When creating a new billing, the system automatically finds the most
+   recent validated billing for the same partner and calculates:
+
+   -  **Previous Billed Amount**: Total amount from the previous
+      billing.
+   -  **Payment Amount**: Payments received on the previous billing
+      invoices.
+   -  **Carryover Amount**: Previous billed amount minus payments.
+
+2. Use the **Manual Adj.** toggle to manually override the computed
+   values if needed. This is useful when the previous billing was
+   created before this module was installed or when adjustments are
+   required.
+3. When the billing is validated, the current computed values are
+   automatically frozen by enabling the manual override toggles. This
+   ensures that subsequent payments on previous invoices do not affect
+   the validated billing's carryover amounts.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-japan/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/l10n-japan/issues/new?body=module:%20l10n_jp_summary_invoice_carryover%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>`__:
+
+   -  Yoshi Tashiro
+
+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/l10n-japan <https://github.com/OCA/l10n-japan/tree/18.0/l10n_jp_summary_invoice_carryover>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

l10n_jp_summary_invoice_carryover/__init__.py

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+from . import models

l10n_jp_summary_invoice_carryover/__manifest__.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Japan Summary Invoice - Carryover",
+    "summary": "Add carryover amount tracking to summary invoices",
+    "version": "18.0.1.0.0",
+    "category": "Japanese Localization",
+    "author": "Quartile, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/l10n-japan",
+    "license": "AGPL-3",
+    "depends": ["l10n_jp_summary_invoice"],
+    "data": [
+        "reports/report_summary_invoice_templates.xml",
+        "views/account_billing_views.xml",
+        "views/res_config_settings_views.xml",
+        "views/res_partner_views.xml",
+    ],
+    "development_status": "Alpha",
+    "installable": True,
+}

l10n_jp_summary_invoice_carryover/i18n/ja.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* l10n_jp_summary_invoice_carryover
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 18.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-12-30 16:40+0000\n"
+"PO-Revision-Date: 2025-12-30 16:40+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_account_billing_form_carryover
+msgid "<span class=\"text-muted ms-2\">Manual Adj.</span>"
+msgstr "<span class=\"text-muted ms-2\">手入力</span>"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "<strong>Total Billed Amt</strong>"
+msgstr "<strong>今回請求額</strong>"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model,name:l10n_jp_summary_invoice_carryover.model_account_billing
+msgid "Account Billing"
+msgstr "合計請求書"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_account_billing_form_carryover
+msgid "Carryover"
+msgstr "繰越"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__carryover_amount
+msgid "Carryover Amount"
+msgstr "繰越額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "Carryover Amt"
+msgstr "繰越額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__total_billed_amount
+msgid "Carryover plus current billed amount."
+msgstr "繰越額と今回取引額の合計。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model,name:l10n_jp_summary_invoice_carryover.model_res_company
+msgid "Companies"
+msgstr "会社"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model,name:l10n_jp_summary_invoice_carryover.model_res_config_settings
+msgid "Config Settings"
+msgstr "コンフィグ設定"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model,name:l10n_jp_summary_invoice_carryover.model_res_partner
+msgid "Contact"
+msgstr "連絡先"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_account_billing_form_carryover
+msgid "Current Purchase Amount"
+msgstr "今回取引額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "Current Purchase Amt"
+msgstr "今回取引額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_res_company__show_carryover_amounts
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_res_config_settings__show_carryover_amounts
+msgid ""
+"If enabled, carryover amount fields will be displayed in the summary invoice"
+" report."
+msgstr "有効にすると、繰越額情報が合計請求書レポートに表示されます。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__payment_amount_manual
+msgid "Manual override for payment amount."
+msgstr "入金額の手入力値。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billed_amount_manual
+msgid "Manual override for previous billed amount."
+msgstr "前回請求額の手入力値。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields.selection,name:l10n_jp_summary_invoice_carryover.selection__res_partner__show_carryover_amounts__no
+msgid "No"
+msgstr "いいえ"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__payment_amount
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_account_billing_form_carryover
+msgid "Payment Amount"
+msgstr "入金額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__payment_amount_manual
+msgid "Payment Amount (Manual)"
+msgstr "入金額(手入力)"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "Payment Amt"
+msgstr "入金額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__payment_amount
+msgid "Payments received on previous billing invoices."
+msgstr "前回請求書に対する入金額。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billed_amount
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_account_billing_form_carryover
+msgid "Previous Billed Amount"
+msgstr "前回請求額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billed_amount_manual
+msgid "Previous Billed Amount (Manual)"
+msgstr "前回請求額(手入力)"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "Previous Billed Amt"
+msgstr "前回請求額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billing_id
+msgid "Previous Billing"
+msgstr "前回合計請求"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billing_candidate_ids
+msgid "Previous Billing Candidates"
+msgstr "前回合計請求候補"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__carryover_amount
+msgid "Previous billing amount minus payments."
+msgstr "前回請求額から入金額を差し引いた金額。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__show_carryover_amounts
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_res_company__show_carryover_amounts
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_res_config_settings__show_carryover_amounts
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_res_partner__show_carryover_amounts
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_res_users__show_carryover_amounts
+msgid "Show Carryover Amounts"
+msgstr "繰越額を表示"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.view_partner_form_carryover
+msgid "Summary Invoice"
+msgstr "合計請求書"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.res_config_settings_view_form
+msgid ""
+"The carryover amounts will appear in the summary invoice report if selected"
+msgstr "選択すると、繰越額が合計請求書レポートに表示されます"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__total_billed_amount
+msgid "Total Billed Amount"
+msgstr "今回請求額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model_terms:ir.ui.view,arch_db:l10n_jp_summary_invoice_carryover.report_summary_invoice_document_carryover
+msgid "Total Billed Amt"
+msgstr "今回請求額"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__prev_billed_amount
+msgid "Total billed amount from the previous billing."
+msgstr "前回合計請求書の請求額。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields.selection,name:l10n_jp_summary_invoice_carryover.selection__res_partner__show_carryover_amounts__default
+msgid "Use Company Default"
+msgstr "会社のデフォルトを使用"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__use_payment_amount_manual
+msgid "Use Manual Payment Amount"
+msgstr "入金額を手入力"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,field_description:l10n_jp_summary_invoice_carryover.field_account_billing__use_prev_billed_amount_manual
+msgid "Use Manual Previous Billed Amount"
+msgstr "前回請求額を手入力"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_account_billing__show_carryover_amounts
+msgid "Whether to show carryover amounts in the summary invoice report."
+msgstr "合計請求書レポートに繰越額を表示するかどうか。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_res_partner__show_carryover_amounts
+#: model:ir.model.fields,help:l10n_jp_summary_invoice_carryover.field_res_users__show_carryover_amounts
+msgid ""
+"Whether to show carryover amounts in the summary invoice report. If set to "
+"'Use Company Default', the company setting will be used."
+msgstr "合計請求書レポートに繰越額を表示するかどうか。「会社のデフォルトを使用」の場合は、会社の設定が使用されます。"
+
+#. module: l10n_jp_summary_invoice_carryover
+#: model:ir.model.fields.selection,name:l10n_jp_summary_invoice_carryover.selection__res_partner__show_carryover_amounts__yes
+msgid "Yes"
+msgstr "はい"

l10n_jp_summary_invoice_carryover/models/__init__.py

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+from . import account_billing
+from . import res_company
+from . import res_config_settings
+from . import res_partner