Merge PR #1960 into 17.0

Signed-off-by pedrobaeza

account_loan/README.rst

@@ -0,0 +1,131 @@
+=======================
+Account Loan management
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:a97cd9ecd83ceef07255455f44533ac8e6d337004092ed8eb9febf1ee4e626fd
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Faccount--financial--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/17.0/account_loan
+    :alt: OCA/account-financial-tools
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-tools-17-0/account-financial-tools-17-0-account_loan
+    :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/account-financial-tools&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of accounting to support loans. It
+will create automatically moves or invoices for loans. Moreover, you can
+check the pending amount to be paid and reduce the debt.
+
+It currently supports two kinds of debts:
+
+-  | Loans: a standard debt with banks, that only creates account moves.
+   | Loan types info:
+     `APR <https://en.wikipedia.org/wiki/Annual_percentage_rate>`__,
+     `EAR <https://en.wikipedia.org/wiki/Effective_interest_rate>`__,
+     `Real Rate <https://en.wikipedia.org/wiki/Real_interest_rate>`__.
+
+-  Leases: a debt with a bank where purchase invoices are necessary
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Go to Invoicing / Accounting > Accounting > Loans
+2. Configure a loan selecting the company, loan type, amount, rate and
+   accounts
+3. Post the loan, it will automatically create an account move with the
+   expected amounts
+4. Create automatically the account moves / invoices related to loans
+   and leases before a selected date
+
+On a posted loan you can:
+
+-  Create moves or invoices (according to the configuration)
+-  Modify rates when needed (only unposted lines will be modified)
+-  Reduce or cancel the debt of a loan / lease
+
+|Try me on Runbot|
+
+.. |Try me on Runbot| image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :target: https://runbot.odoo-community.org/runbot/92/12.0
+
+Changelog
+=========
+
+16.0.1.0.0
+----------
+
+Due to the changes on 16, we will generate two moves on leasings, one
+for the invoice, and another one for the change from long to short term.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_loan%0Aversion:%2017.0%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
+-------
+
+* Creu Blanca
+
+Contributors
+------------
+
+-  Enric Tobella <etobella@creublanca.es>
+-  Bhavesh Odedra <bodedra@opensourceintegrators.com>
+-  Alberto Martín Cortada <alberto.martin@guadaltech.es>
+
+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-etobella| image:: https://github.com/etobella.png?size=40px
+    :target: https://github.com/etobella
+    :alt: etobella
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-etobella| 
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/17.0/account_loan>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_loan/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models
+from . import wizards

account_loan/__manifest__.py

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+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Account Loan management",
+    "version": "17.0.1.0.0",
+    "author": "Creu Blanca,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-financial-tools",
+    "license": "AGPL-3",
+    "category": "Accounting",
+    "depends": ["account"],
+    "data": [
+        "wizards/account_loan_increase_amount.xml",
+        "data/ir_sequence_data.xml",
+        "security/ir.model.access.csv",
+        "security/account_loan_security.xml",
+        "wizards/account_loan_generate_entries_view.xml",
+        "wizards/account_loan_pay_amount_view.xml",
+        "wizards/account_loan_post_view.xml",
+        "views/account_loan_view.xml",
+        "views/account_move_view.xml",
+        "views/res_partner.xml",
+        "views/account_loan_lines_view.xml",
+    ],
+    "installable": True,
+    "maintainers": ["etobella"],
+    "external_dependencies": {
+        "python": ["numpy>=1.15", "numpy-financial<=1.0.0"],
+        "deb": ["libatlas-base-dev"],
+    },
+}

account_loan/data/ir_sequence_data.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<!--
+    Copyright 2017 Eficent Business and IT Consulting Services, S.L.
+    Copyright 2017 Creu Blanca
+    License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
+-->
+<odoo>
+    <record id="seq_account_loan" model="ir.sequence">
+        <field name="name">Account loan sequence</field>
+        <field name="code">account.loan</field>
+        <field name="prefix">ACL</field>
+        <field name="padding">6</field>
+        <field name="company_id" eval="False" />
+    </record>
+</odoo>

account_loan/migrations/17.0.1.0.0/noupdate_changes.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="account_loan_multi_company_rule" model="ir.rule">
+        <field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
+    </record>
+    <record id="account_loan_line_multi_company_rule" model="ir.rule">
+        <field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
+    </record>
+</odoo>

account_loan/migrations/17.0.1.0.0/post-migration.py

@@ -0,0 +1,10 @@
+# Copyright 2024 Tecnativa - Víctor Martínez
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+from openupgradelib import openupgrade
+
+
+@openupgrade.migrate()
+def migrate(env, version):
+    openupgrade.load_data(
+        env.cr, "account_loan", "migrations/17.0.1.0.0/noupdate_changes.xml"
+    )

account_loan/models/__init__.py

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+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import account_loan
+from . import account_loan_line
+from . import account_move
+from . import res_partner

account_loan/models/account_loan.py

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+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+import logging
+import math
+from datetime import datetime
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+try:
+    import numpy_financial
+except (OSError, ImportError) as err:
+    _logger.debug(err)
+
+
+class AccountLoan(models.Model):
+    _name = "account.loan"
+    _description = "Loan"
+    _inherit = ["mail.thread", "mail.activity.mixin"]
+
+    def _default_company(self):
+        return self.env.company
+
+    name = fields.Char(
+        copy=False,
+        required=True,
+        default="/",
+    )
+    partner_id = fields.Many2one(
+        "res.partner",
+        required=True,
+        string="Lender",
+        help="Company or individual that lends the money at an interest rate.",
+    )
+    company_id = fields.Many2one(
+        "res.company",
+        required=True,
+        default=_default_company,
+    )
+    state = fields.Selection(
+        [
+            ("draft", "Draft"),
+            ("posted", "Posted"),
+            ("cancelled", "Cancelled"),
+            ("closed", "Closed"),
+        ],
+        required=True,
+        copy=False,
+        default="draft",
+    )
+    line_ids = fields.One2many(
+        "account.loan.line",
+        readonly=True,
+        inverse_name="loan_id",
+        copy=False,
+    )
+    periods = fields.Integer(
+        required=True,
+        help="Number of periods that the loan will last",
+    )
+    method_period = fields.Integer(
+        string="Period Length",
+        default=1,
+        help="State here the time between 2 depreciations, in months",
+        required=True,
+    )
+    start_date = fields.Date(
+        help="Start of the moves",
+        copy=False,
+    )
+    rate = fields.Float(
+        required=True,
+        default=0.0,
+        digits=(8, 6),
+        help="Currently applied rate",
+        tracking=True,
+    )
+    rate_period = fields.Float(
+        compute="_compute_rate_period",
+        digits=(8, 6),
+        help="Real rate that will be applied on each period",
+    )
+    rate_type = fields.Selection(
+        [("napr", "Nominal APR"), ("ear", "EAR"), ("real", "Real rate")],
+        required=True,
+        help="Method of computation of the applied rate",
+        default="napr",
+    )
+    loan_type = fields.Selection(
+        [
+            ("fixed-annuity", "Fixed Annuity"),
+            ("fixed-annuity-begin", "Fixed Annuity Begin"),
+            ("fixed-principal", "Fixed Principal"),
+            ("interest", "Only interest"),
+        ],
+        required=True,
+        help="Method of computation of the period annuity",
+        default="fixed-annuity",
+    )
+    fixed_amount = fields.Monetary(
+        currency_field="currency_id",
+        compute="_compute_fixed_amount",
+    )
+    fixed_loan_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        copy=False,
+        default=0,
+    )
+    fixed_periods = fields.Integer(
+        readonly=True,
+        copy=False,
+        default=0,
+    )
+    loan_amount = fields.Monetary(
+        currency_field="currency_id",
+        required=True,
+    )
+    residual_amount = fields.Monetary(
+        currency_field="currency_id",
+        default=0.0,
+        required=True,
+        help="Residual amount of the lease that must be payed on the end in "
+        "order to acquire the asset",
+    )
+    round_on_end = fields.Boolean(
+        help="When checked, the differences will be applied on the last period"
+        ", if it is unchecked, the annuity will be recalculated on each "
+        "period.",
+    )
+    payment_on_first_period = fields.Boolean(
+        help="When checked, the first payment will be on start date",
+    )
+    currency_id = fields.Many2one(
+        "res.currency",
+        compute="_compute_currency",
+        readonly=True,
+    )
+    journal_type = fields.Char(compute="_compute_journal_type")
+    journal_id = fields.Many2one(
+        "account.journal",
+        domain="[('company_id', '=', company_id),('type', '=', journal_type)]",
+        required=True,
+    )
+    short_term_loan_account_id = fields.Many2one(
+        "account.account",
+        domain="[('company_id', '=', company_id)]",
+        string="Short term account",
+        help="Account that will contain the pending amount on short term",
+        required=True,
+    )
+    long_term_loan_account_id = fields.Many2one(
+        "account.account",
+        string="Long term account",
+        help="Account that will contain the pending amount on Long term",
+        domain="[('company_id', '=', company_id)]",
+    )
+    interest_expenses_account_id = fields.Many2one(
+        "account.account",
+        domain="[('company_id', '=', company_id)]",
+        string="Interests account",
+        help="Account where the interests will be assigned to",
+        required=True,
+    )
+    is_leasing = fields.Boolean()
+    leased_asset_account_id = fields.Many2one(
+        "account.account",
+        domain="[('company_id', '=', company_id)]",
+    )
+    product_id = fields.Many2one(
+        "product.product",
+        string="Loan product",
+        help="Product where the amount of the loan will be assigned when the "
+        "invoice is created",
+    )
+    interests_product_id = fields.Many2one(
+        "product.product",
+        string="Interest product",
+        help="Product where the amount of interests will be assigned when the "
+        "invoice is created",
+    )
+    move_ids = fields.One2many("account.move", copy=False, inverse_name="loan_id")
+    pending_principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        compute="_compute_total_amounts",
+    )
+    payment_amount = fields.Monetary(
+        currency_field="currency_id",
+        string="Total payed amount",
+        compute="_compute_total_amounts",
+    )
+    interests_amount = fields.Monetary(
+        currency_field="currency_id",
+        string="Total interests payed",
+        compute="_compute_total_amounts",
+    )
+    post_invoice = fields.Boolean(
+        default=True, help="Invoices will be posted automatically"
+    )
+
+    _sql_constraints = [
+        ("name_uniq", "unique(name, company_id)", "Loan name must be unique"),
+    ]
+
+    @api.depends("line_ids", "currency_id", "loan_amount")
+    def _compute_total_amounts(self):
+        for record in self:
+            lines = record.line_ids.filtered(lambda r: r.move_ids)
+            record.payment_amount = sum(lines.mapped("payment_amount")) or 0.0
+            record.interests_amount = sum(lines.mapped("interests_amount")) or 0.0
+            record.pending_principal_amount = (
+                record.loan_amount - record.payment_amount + record.interests_amount
+            )
+
+    @api.depends("rate_period", "fixed_loan_amount", "fixed_periods", "currency_id")
+    def _compute_fixed_amount(self):
+        """
+        Computes the fixed amount in order to be used if round_on_end is
+        checked. On fix-annuity interests are included and on fixed-principal
+        and interests it isn't.
+        :return:
+        """
+        for record in self:
+            if record.loan_type == "fixed-annuity":
+                record.fixed_amount = -record.currency_id.round(
+                    numpy_financial.pmt(
+                        record._loan_rate() / 100,
+                        record.fixed_periods,
+                        record.fixed_loan_amount,
+                        -record.residual_amount,
+                    )
+                )
+            elif record.loan_type == "fixed-annuity-begin":
+                record.fixed_amount = -record.currency_id.round(
+                    numpy_financial.pmt(
+                        record._loan_rate() / 100,
+                        record.fixed_periods,
+                        record.fixed_loan_amount,
+                        -record.residual_amount,
+                        when="begin",
+                    )
+                )
+            elif record.loan_type == "fixed-principal":
+                record.fixed_amount = record.currency_id.round(
+                    (record.fixed_loan_amount - record.residual_amount)
+                    / record.fixed_periods
+                )
+            else:
+                record.fixed_amount = 0.0
+
+    @api.model
+    def _compute_rate(self, rate, rate_type, method_period):
+        """
+        Returns the real rate
+        :param rate: Rate
+        :param rate_type: Computation rate
+        :param method_period: Number of months between payments
+        :return:
+        """
+        if rate_type == "napr":
+            return rate / 12 * method_period
+        if rate_type == "ear":
+            return math.pow(1 + rate, method_period / 12) - 1
+        return rate
+
+    @api.depends("rate", "method_period", "rate_type")
+    def _compute_rate_period(self):
+        for record in self:
+            record.rate_period = record._loan_rate()
+
+    def _loan_rate(self):
+        return self._compute_rate(self.rate, self.rate_type, self.method_period)
+
+    @api.depends("journal_id", "company_id")
+    def _compute_currency(self):
+        for rec in self:
+            rec.currency_id = rec.journal_id.currency_id or rec.company_id.currency_id
+
+    @api.depends("is_leasing")
+    def _compute_journal_type(self):
+        for record in self:
+            if record.is_leasing:
+                record.journal_type = "purchase"
+            else:
+                record.journal_type = "general"
+
+    @api.onchange("is_leasing")
+    def _onchange_is_leasing(self):
+        self.journal_id = self.env["account.journal"].search(
+            [
+                ("company_id", "=", self.company_id.id),
+                ("type", "=", "purchase" if self.is_leasing else "general"),
+            ],
+            limit=1,
+        )
+        self.residual_amount = 0.0
+
+    @api.onchange("company_id")
+    def _onchange_company(self):
+        self._onchange_is_leasing()
+        self.interest_expenses_account_id = (
+            self.short_term_loan_account_id
+        ) = self.long_term_loan_account_id = False
+
+    def _get_default_name(self, vals):
+        return self.env["ir.sequence"].next_by_code("account.loan") or "/"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get("name", "/") == "/":
+                vals["name"] = self._get_default_name(vals)
+        return super().create(vals_list)
+
+    def post(self):
+        self.ensure_one()
+        if not self.start_date:
+            self.start_date = fields.Date.today()
+        self._compute_draft_lines()
+        self.write({"state": "posted"})
+
+    def close(self):
+        self.write({"state": "closed"})
+
+    def compute_lines(self):
+        self.ensure_one()
+        if self.state == "draft":
+            return self._compute_draft_lines()
+        return self._compute_posted_lines()
+
+    def _compute_posted_lines(self):
+        """
+        Recompute the amounts of not finished lines. Useful if rate is changed
+        """
+        amount = self.loan_amount
+        for line in self.line_ids.sorted("sequence"):
+            if line.move_ids:
+                amount = line.final_pending_principal_amount
+            else:
+                line.rate = self.rate_period
+                line.pending_principal_amount = amount
+                line._check_amount()
+                amount -= line.payment_amount - line.interests_amount
+        if self.long_term_loan_account_id:
+            self._check_long_term_principal_amount()
+
+    def _check_long_term_principal_amount(self):
+        """
+        Recomputes the long term pending principal of unfinished lines.
+        """
+        lines = self.line_ids.filtered(lambda r: not r.move_ids)
+        amount = 0
+        if not lines:
+            return
+        final_sequence = min(lines.mapped("sequence"))
+        for line in lines.sorted("sequence", reverse=True):
+            date = line.date + relativedelta(months=12)
+            if self.state == "draft" or line.sequence != final_sequence:
+                line.long_term_pending_principal_amount = sum(
+                    self.line_ids.filtered(lambda r, date=date: r.date >= date).mapped(
+                        "principal_amount"
+                    )
+                )
+            line.long_term_principal_amount = (
+                line.long_term_pending_principal_amount - amount
+            )
+            amount = line.long_term_pending_principal_amount
+
+    def _new_line_vals(self, sequence, date, amount):
+        return {
+            "loan_id": self.id,
+            "sequence": sequence,
+            "date": date,
+            "pending_principal_amount": amount,
+            "rate": self.rate_period,
+        }
+
+    def _compute_draft_lines(self):
+        self.ensure_one()
+        self.fixed_periods = self.periods
+        self.fixed_loan_amount = self.loan_amount
+        self.line_ids.unlink()
+        amount = self.loan_amount
+        if self.start_date:
+            date = self.start_date
+        else:
+            date = datetime.today().date()
+        delta = relativedelta(months=self.method_period)
+        if not self.payment_on_first_period:
+            date += delta
+        for i in range(1, self.periods + 1):
+            line = self.env["account.loan.line"].create(
+                self._new_line_vals(i, date, amount)
+            )
+            line._check_amount()
+            date += delta
+            amount -= line.payment_amount - line.interests_amount
+        if self.long_term_loan_account_id:
+            self._check_long_term_principal_amount()
+
+    def view_account_moves(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_line_form"
+        )
+        result["domain"] = [("loan_id", "=", self.id)]
+        return result
+
+    def view_account_invoices(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_in_invoice_type"
+        )
+        result["domain"] = [("loan_id", "=", self.id), ("move_type", "=", "in_invoice")]
+        return result
+
+    @api.model
+    def _generate_loan_entries(self, date):
+        """
+        Generate the moves of unfinished loans before date
+        :param date:
+        :return:
+        """
+        res = []
+        for record in self.search(
+            [("state", "=", "posted"), ("is_leasing", "=", False)]
+        ):
+            lines = record.line_ids.filtered(
+                lambda r: r.date <= date and not r.move_ids
+            )
+            res += lines._generate_move()
+        return res
+
+    @api.model
+    def _generate_leasing_entries(self, date):
+        res = []
+        for record in self.search(
+            [("state", "=", "posted"), ("is_leasing", "=", True)]
+        ):
+            res += record.line_ids.filtered(
+                lambda r: r.date <= date and not r.move_ids
+            )._generate_invoice()
+        return res

account_loan/models/account_loan_line.py

@@ -0,0 +1,475 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+import logging
+
+from odoo import Command, _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+try:
+    import numpy_financial
+except (OSError, ImportError) as err:
+    _logger.error(err)
+
+
+class AccountLoanLine(models.Model):
+    _name = "account.loan.line"
+    _description = "Annuity"
+    _order = "sequence asc"
+
+    name = fields.Char(compute="_compute_name")
+    loan_id = fields.Many2one(
+        "account.loan",
+        required=True,
+        readonly=True,
+        ondelete="cascade",
+    )
+    company_id = fields.Many2one(
+        "res.company",
+        related="loan_id.company_id",
+        store=True,
+    )
+    partner_id = fields.Many2one("res.partner", related="loan_id.partner_id")
+    is_leasing = fields.Boolean(
+        related="loan_id.is_leasing",
+    )
+    journal_id = fields.Many2one(
+        "account.journal",
+        related="loan_id.journal_id",
+    )
+    short_term_loan_account_id = fields.Many2one(
+        "account.account",
+        related="loan_id.short_term_loan_account_id",
+    )
+    interest_expenses_account_id = fields.Many2one(
+        "account.account",
+        related="loan_id.interest_expenses_account_id",
+    )
+    loan_type = fields.Selection(
+        related="loan_id.loan_type",
+    )
+    loan_state = fields.Selection(
+        related="loan_id.state",
+        readonly=True,
+        store=True,
+    )
+    sequence = fields.Integer(required=True, readonly=True)
+    date = fields.Date(
+        required=True,
+        readonly=True,
+        help="Date when the payment will be accounted",
+    )
+    long_term_loan_account_id = fields.Many2one(
+        "account.account",
+        related="loan_id.long_term_loan_account_id",
+    )
+    currency_id = fields.Many2one(
+        "res.currency",
+        related="loan_id.currency_id",
+    )
+    rate = fields.Float(
+        required=True,
+        readonly=True,
+        digits=(8, 6),
+    )
+    pending_principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        help="Pending amount of the loan before the payment",
+    )
+    long_term_pending_principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        help="Pending amount of the loan before the payment that will not be "
+        "payed in, at least, 12 months",
+    )
+    payment_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        help="Total amount that will be payed (Annuity)",
+    )
+    interests_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        help="Amount of the payment that will be assigned to interests",
+    )
+    principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        compute="_compute_amounts",
+        help="Amount of the payment that will reduce the pending loan amount",
+    )
+    long_term_principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        readonly=True,
+        help="Amount that will reduce the pending loan amount on long term",
+    )
+    final_pending_principal_amount = fields.Monetary(
+        currency_field="currency_id",
+        compute="_compute_amounts",
+        help="Pending amount of the loan after the payment",
+    )
+    move_ids = fields.One2many(
+        "account.move",
+        inverse_name="loan_line_id",
+    )
+    has_moves = fields.Boolean(compute="_compute_has_moves")
+    has_invoices = fields.Boolean(compute="_compute_has_invoices")
+    _sql_constraints = [
+        (
+            "sequence_loan",
+            "unique(loan_id, sequence)",
+            "Sequence must be unique in a loan",
+        )
+    ]
+
+    @api.depends("move_ids")
+    def _compute_has_moves(self):
+        for record in self:
+            record.has_moves = bool(record.move_ids)
+
+    @api.depends("move_ids")
+    def _compute_has_invoices(self):
+        for record in self:
+            record.has_invoices = bool(record.move_ids)
+
+    @api.depends("loan_id.name", "sequence")
+    def _compute_name(self):
+        for record in self:
+            record.name = "%s-%d" % (record.loan_id.name, record.sequence)
+
+    @api.depends("payment_amount", "interests_amount", "pending_principal_amount")
+    def _compute_amounts(self):
+        for rec in self:
+            rec.final_pending_principal_amount = (
+                rec.pending_principal_amount - rec.payment_amount + rec.interests_amount
+            )
+            rec.principal_amount = rec.payment_amount - rec.interests_amount
+
+    def _compute_amount(self):
+        """
+        Computes the payment amount
+        :return: Amount to be payed on the annuity
+        """
+        if self.sequence == self.loan_id.periods:
+            return (
+                self.pending_principal_amount
+                + self.interests_amount
+                - self.loan_id.residual_amount
+            )
+        if self.loan_type == "fixed-principal" and self.loan_id.round_on_end:
+            return self.loan_id.fixed_amount + self.interests_amount
+        if self.loan_type == "fixed-principal":
+            return (self.pending_principal_amount - self.loan_id.residual_amount) / (
+                self.loan_id.periods - self.sequence + 1
+            ) + self.interests_amount
+        if self.loan_type == "interest":
+            return self.interests_amount
+        if self.loan_type == "fixed-annuity" and self.loan_id.round_on_end:
+            return self.loan_id.fixed_amount
+        if self.loan_type == "fixed-annuity":
+            return self.currency_id.round(
+                -numpy_financial.pmt(
+                    self.loan_id._loan_rate() / 100,
+                    self.loan_id.periods - self.sequence + 1,
+                    self.pending_principal_amount,
+                    -self.loan_id.residual_amount,
+                )
+            )
+        if self.loan_type == "fixed-annuity-begin" and self.loan_id.round_on_end:
+            return self.loan_id.fixed_amount
+        if self.loan_type == "fixed-annuity-begin":
+            return self.currency_id.round(
+                -numpy_financial.pmt(
+                    self.loan_id._loan_rate() / 100,
+                    self.loan_id.periods - self.sequence + 1,
+                    self.pending_principal_amount,
+                    -self.loan_id.residual_amount,
+                    when="begin",
+                )
+            )
+
+    def _check_amount(self):
+        """Recompute amounts if the annuity has not been processed"""
+        if self.move_ids:
+            raise UserError(
+                _("Amount cannot be recomputed if moves or invoices exists " "already")
+            )
+        if (
+            self.sequence == self.loan_id.periods
+            and self.loan_id.round_on_end
+            and self.loan_type in ["fixed-annuity", "fixed-annuity-begin"]
+        ):
+            self.interests_amount = self.currency_id.round(
+                self.loan_id.fixed_amount
+                - self.pending_principal_amount
+                + self.loan_id.residual_amount
+            )
+            self.payment_amount = self.currency_id.round(self._compute_amount())
+        elif not self.loan_id.round_on_end:
+            self.interests_amount = self.currency_id.round(self._compute_interest())
+            self.payment_amount = self.currency_id.round(self._compute_amount())
+        else:
+            self.interests_amount = self._compute_interest()
+            self.payment_amount = self._compute_amount()
+
+    def _compute_interest(self):
+        if self.loan_type == "fixed-annuity-begin":
+            return -numpy_financial.ipmt(
+                self.loan_id._loan_rate() / 100,
+                2,
+                self.loan_id.periods - self.sequence + 1,
+                self.pending_principal_amount,
+                -self.loan_id.residual_amount,
+                when="begin",
+            )
+        return self.pending_principal_amount * self.loan_id._loan_rate() / 100
+
+    def _check_move_amount(self):
+        """
+        Changes the amounts of the annuity once the move is posted
+        :return:
+        """
+        self.ensure_one()
+        interests_moves = self.move_ids.mapped("line_ids").filtered(
+            lambda r: r.account_id == self.loan_id.interest_expenses_account_id
+        )
+        short_term_moves = self.move_ids.mapped("line_ids").filtered(
+            lambda r: r.account_id == self.loan_id.short_term_loan_account_id
+        )
+        long_term_moves = self.move_ids.mapped("line_ids").filtered(
+            lambda r: r.account_id == self.loan_id.long_term_loan_account_id
+        )
+        self.interests_amount = sum(interests_moves.mapped("debit")) - sum(
+            interests_moves.mapped("credit")
+        )
+        self.long_term_principal_amount = sum(long_term_moves.mapped("debit")) - sum(
+            long_term_moves.mapped("credit")
+        )
+        self.payment_amount = (
+            sum(short_term_moves.mapped("debit"))
+            - sum(short_term_moves.mapped("credit"))
+            + self.long_term_principal_amount
+            + self.interests_amount
+        )
+
+    def _move_vals(self, journal=False, account=False):
+        return {
+            "loan_line_id": self.id,
+            "loan_id": self.loan_id.id,
+            "date": self.date,
+            "ref": self.name,
+            "journal_id": (journal and journal.id) or self.loan_id.journal_id.id,
+            "line_ids": [
+                Command.create(vals) for vals in self._move_line_vals(account=account)
+            ],
+        }
+
+    def _move_line_vals(self, account=False):
+        vals = []
+        partner = self.loan_id.partner_id.with_company(self.loan_id.company_id)
+        vals.append(
+            {
+                "account_id": (account and account.id)
+                or partner.property_account_payable_id.id,
+                "partner_id": partner.id,
+                "credit": self.payment_amount,
+                "debit": 0,
+            }
+        )
+        if self.interests_amount:
+            vals.append(
+                {
+                    "account_id": self.loan_id.interest_expenses_account_id.id,
+                    "credit": 0,
+                    "debit": self.interests_amount,
+                }
+            )
+        vals.append(
+            {
+                "account_id": self.loan_id.short_term_loan_account_id.id,
+                "credit": 0,
+                "debit": self.payment_amount - self.interests_amount,
+            }
+        )
+        if self.long_term_loan_account_id and self.long_term_principal_amount:
+            vals.append(
+                {
+                    "account_id": self.loan_id.short_term_loan_account_id.id,
+                    "credit": self.long_term_principal_amount,
+                    "debit": 0,
+                }
+            )
+            vals.append(
+                {
+                    "account_id": self.long_term_loan_account_id.id,
+                    "credit": 0,
+                    "debit": self.long_term_principal_amount,
+                }
+            )
+        return vals
+
+    def _invoice_vals(self):
+        return {
+            "loan_line_id": self.id,
+            "loan_id": self.loan_id.id,
+            "move_type": "in_invoice",
+            "partner_id": self.loan_id.partner_id.id,
+            "invoice_date": self.date,
+            "journal_id": self.loan_id.journal_id.id,
+            "company_id": self.loan_id.company_id.id,
+            "invoice_line_ids": [
+                Command.create(vals) for vals in self._invoice_line_vals()
+            ],
+        }
+
+    def _invoice_line_vals(self):
+        vals = list()
+        vals.append(
+            {
+                "product_id": self.loan_id.product_id.id,
+                "name": self.loan_id.product_id.name,
+                "quantity": 1,
+                "price_unit": self.principal_amount,
+                "account_id": self.loan_id.short_term_loan_account_id.id,
+            }
+        )
+        vals.append(
+            {
+                "product_id": self.loan_id.interests_product_id.id,
+                "name": self.loan_id.interests_product_id.name,
+                "quantity": 1,
+                "price_unit": self.interests_amount,
+                "account_id": self.loan_id.interest_expenses_account_id.id,
+            }
+        )
+        return vals
+
+    def _generate_move(self, journal=False, account=False):
+        """
+        Computes and post the moves of loans
+        :return: list of account.move generated
+        """
+        res = []
+        for record in self:
+            if not record.move_ids:
+                if record.loan_id.line_ids.filtered(
+                    lambda r, record=record: r.date < record.date and not r.move_ids
+                ):
+                    raise UserError(_("Some moves must be created first"))
+                move = self.env["account.move"].create(
+                    record._move_vals(journal=journal, account=account)
+                )
+                move.action_post()
+                res.append(move.id)
+        return res
+
+    def _long_term_move_vals(self):
+        return {
+            "loan_line_id": self.id,
+            "loan_id": self.loan_id.id,
+            "date": self.date,
+            "ref": self.name,
+            "journal_id": self.loan_id.journal_id.id,
+            "line_ids": [
+                Command.create(vals) for vals in self._get_long_term_move_line_vals()
+            ],
+        }
+
+    def _generate_invoice(self):
+        """
+        Computes invoices of leases
+        :return: list of account.move generated
+        """
+        res = []
+        for record in self:
+            if not record.move_ids:
+                if record.loan_id.line_ids.filtered(
+                    lambda r, record=record: r.date < record.date and not r.move_ids
+                ):
+                    raise UserError(_("Some invoices must be created first"))
+                invoice = self.env["account.move"].create(record._invoice_vals())
+                res.append(invoice.id)
+                for line in invoice.invoice_line_ids:
+                    line.tax_ids = line._get_computed_taxes()
+                invoice.flush_recordset()
+                invoice.filtered(
+                    lambda m: m.currency_id.round(m.amount_total) < 0
+                ).action_switch_move_type()
+                if record.loan_id.post_invoice:
+                    invoice.action_post()
+                if (
+                    record.long_term_loan_account_id
+                    and record.long_term_principal_amount != 0
+                ):
+                    move = self.env["account.move"].create(
+                        record._long_term_move_vals()
+                    )
+                    if record.loan_id.post_invoice:
+                        move.action_post()
+                    res.append(move.id)
+        return res
+
+    def _get_long_term_move_line_vals(self):
+        return [
+            {
+                "account_id": self.loan_id.short_term_loan_account_id.id,
+                "credit": self.long_term_principal_amount,
+                "debit": 0,
+            },
+            {
+                "account_id": self.long_term_loan_account_id.id,
+                "credit": 0,
+                "debit": self.long_term_principal_amount,
+            },
+        ]
+
+    def view_account_values(self):
+        """Shows the invoice if it is a leasing or the move if it is a loan"""
+        self.ensure_one()
+        if self.is_leasing:
+            return self.view_account_invoices()
+        return self.view_account_moves()
+
+    def view_process_values(self):
+        """Computes the annuity and returns the result"""
+        self.ensure_one()
+        if self.is_leasing:
+            self._generate_invoice()
+        else:
+            self._generate_move()
+        return self.view_account_values()
+
+    def view_account_moves(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_line_form"
+        )
+        result["context"] = {
+            "default_loan_line_id": self.id,
+            "default_loan_id": self.loan_id.id,
+        }
+        result["domain"] = [("loan_line_id", "=", self.id)]
+        if len(self.move_ids) == 1:
+            res = self.env.ref("account.view_move_form", False)
+            result["views"] = [(res and res.id or False, "form")]
+            result["res_id"] = self.move_ids.id
+        return result
+
+    def view_account_invoices(self):
+        self.ensure_one()
+        result = self.env["ir.actions.act_window"]._for_xml_id(
+            "account.action_move_out_invoice_type"
+        )
+        result["context"] = {
+            "default_loan_line_id": self.id,
+            "default_loan_id": self.loan_id.id,
+        }
+        result["domain"] = [
+            ("loan_line_id", "=", self.id),
+        ]
+        if len(self.move_ids) == 1:
+            res = self.env.ref("account.view_move_form", False)
+            result["views"] = [(res and res.id or False, "form")]
+            result["res_id"] = self.move_ids.id
+        return result

account_loan/models/account_move.py

@@ -0,0 +1,32 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    loan_line_id = fields.Many2one(
+        "account.loan.line",
+        readonly=True,
+        ondelete="restrict",
+    )
+    loan_id = fields.Many2one(
+        "account.loan",
+        readonly=True,
+        store=True,
+        ondelete="restrict",
+    )
+
+    def action_post(self):
+        res = super().action_post()
+        for record in self:
+            loan_line_id = record.loan_line_id
+            if loan_line_id:
+                record.loan_id = loan_line_id.loan_id
+                record.loan_line_id._check_move_amount()
+                record.loan_line_id.loan_id._compute_posted_lines()
+                if record.loan_line_id.sequence == record.loan_id.periods:
+                    record.loan_id.close()
+        return res

account_loan/models/res_partner.py

@@ -0,0 +1,30 @@
+# Copyright 2023 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    lended_loan_ids = fields.One2many("account.loan", inverse_name="partner_id")
+    lended_loan_count = fields.Integer(
+        compute="_compute_lended_loan_count",
+        help="How many Loans this partner lended to us ?",
+    )
+
+    @api.depends("lended_loan_ids")
+    def _compute_lended_loan_count(self):
+        for record in self:
+            record.lended_loan_count = len(record.lended_loan_ids)
+
+    def action_view_partner_lended_loans(self):
+        self.ensure_one()
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            "account_loan.account_loan_action"
+        )
+        all_child = self.with_context(active_test=False).search(
+            [("id", "child_of", self.ids)]
+        )
+        action["domain"] = [("partner_id", "in", all_child.ids)]
+        return action

account_loan/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

account_loan/readme/CONTRIBUTORS.md

@@ -0,0 +1,3 @@
+- Enric Tobella \<<etobella@creublanca.es>\>
+- Bhavesh Odedra \<<bodedra@opensourceintegrators.com>\>
+- Alberto Martín Cortada \<<alberto.martin@guadaltech.es>\>

account_loan/readme/DESCRIPTION.md

@@ -0,0 +1,13 @@
+This module extends the functionality of accounting to support loans. It
+will create automatically moves or invoices for loans. Moreover, you can
+check the pending amount to be paid and reduce the debt.
+
+It currently supports two kinds of debts:
+
+- Loans: a standard debt with banks, that only creates account moves.  
+  Loan types info:
+  [APR](https://en.wikipedia.org/wiki/Annual_percentage_rate),
+  [EAR](https://en.wikipedia.org/wiki/Effective_interest_rate), [Real
+  Rate](https://en.wikipedia.org/wiki/Real_interest_rate).
+
+- Leases: a debt with a bank where purchase invoices are necessary

account_loan/readme/HISTORY.md

@@ -0,0 +1,4 @@
+## 16.0.1.0.0
+
+Due to the changes on 16, we will generate two moves on leasings, one
+for the invoice, and another one for the change from long to short term.

account_loan/readme/USAGE.md

@@ -0,0 +1,17 @@
+To use this module, you need to:
+
+1.  Go to Invoicing / Accounting \> Accounting \> Loans
+2.  Configure a loan selecting the company, loan type, amount, rate and
+    accounts
+3.  Post the loan, it will automatically create an account move with the
+    expected amounts
+4.  Create automatically the account moves / invoices related to loans
+    and leases before a selected date
+
+On a posted loan you can:
+
+- Create moves or invoices (according to the configuration)
+- Modify rates when needed (only unposted lines will be modified)
+- Reduce or cancel the debt of a loan / lease
+
+[![Try me on Runbot](https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas)](https://runbot.odoo-community.org/runbot/92/12.0)

account_loan/security/account_loan_security.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="account_loan_multi_company_rule" model="ir.rule">
+        <field name="name">Account loan multi-company</field>
+        <field ref="model_account_loan" name="model_id" />
+        <field eval="True" name="global" />
+        <field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
+    </record>
+
+    <record id="account_loan_line_multi_company_rule" model="ir.rule">
+        <field name="name">Account loan line multi-company</field>
+        <field ref="model_account_loan_line" name="model_id" />
+        <field eval="True" name="global" />
+        <field name="domain_force">[('company_id', 'in', company_ids + [False])]</field>
+    </record>
+</odoo>

account_loan/security/ir.model.access.csv

@@ -0,0 +1,9 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_account_loan,account.loan,model_account_loan,account.group_account_user,1,0,0,0
+access_account_loan_manager,account.loan,model_account_loan,account.group_account_manager,1,1,1,1
+access_account_loan_line,account.loan.line,model_account_loan_line,account.group_account_user,1,0,0,0
+access_account_loan_line_manager,account.loan.line,model_account_loan_line,account.group_account_manager,1,1,1,1
+access_account_loan_generate_wizard,access_account_loan_generate_wizard,model_account_loan_generate_wizard,account.group_account_manager,1,1,1,1
+access_account_loan_pay_amount,access_account_loan_pay_amount,model_account_loan_pay_amount,account.group_account_manager,1,1,1,1
+access_account_loan_increase_amount,access_account_loan_increase_amount,model_account_loan_increase_amount,account.group_account_manager,1,1,1,1
+access_account_loan_post,access_account_loan_post,model_account_loan_post,account.group_account_manager,1,1,1,1

account_loan/static/description/index.html

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+<body>
+<div class="document" id="account-loan-management">
+<h1 class="title">Account Loan management</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:a97cd9ecd83ceef07255455f44533ac8e6d337004092ed8eb9febf1ee4e626fd
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/17.0/account_loan"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-17-0/account-financial-tools-17-0-account_loan"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p>This module extends the functionality of accounting to support loans. It
+will create automatically moves or invoices for loans. Moreover, you can
+check the pending amount to be paid and reduce the debt.</p>
+<p>It currently supports two kinds of debts:</p>
+<ul>
+<li><div class="first line-block">
+<div class="line">Loans: a standard debt with banks, that only creates account moves.</div>
+<div class="line">Loan types info:
+<a class="reference external" href="https://en.wikipedia.org/wiki/Annual_percentage_rate">APR</a>,
+<a class="reference external" href="https://en.wikipedia.org/wiki/Effective_interest_rate">EAR</a>,
+<a class="reference external" href="https://en.wikipedia.org/wiki/Real_interest_rate">Real Rate</a>.</div>
+</div>
+</li>
+<li><p class="first">Leases: a debt with a bank where purchase invoices are necessary</p>
+</li>
+</ul>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
+<li><a class="reference internal" href="#changelog" id="toc-entry-2">Changelog</a><ul>
+<li><a class="reference internal" href="#section-1" id="toc-entry-3">16.0.1.0.0</a></li>
+</ul>
+</li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
+<p>To use this module, you need to:</p>
+<ol class="arabic simple">
+<li>Go to Invoicing / Accounting &gt; Accounting &gt; Loans</li>
+<li>Configure a loan selecting the company, loan type, amount, rate and
+accounts</li>
+<li>Post the loan, it will automatically create an account move with the
+expected amounts</li>
+<li>Create automatically the account moves / invoices related to loans
+and leases before a selected date</li>
+</ol>
+<p>On a posted loan you can:</p>
+<ul class="simple">
+<li>Create moves or invoices (according to the configuration)</li>
+<li>Modify rates when needed (only unposted lines will be modified)</li>
+<li>Reduce or cancel the debt of a loan / lease</li>
+</ul>
+<p><a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/92/12.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a></p>
+</div>
+<div class="section" id="changelog">
+<h1><a class="toc-backref" href="#toc-entry-2">Changelog</a></h1>
+<div class="section" id="section-1">
+<h2><a class="toc-backref" href="#toc-entry-3">16.0.1.0.0</a></h2>
+<p>Due to the changes on 16, we will generate two moves on leasings, one
+for the invoice, and another one for the change from long to short term.</p>
+</div>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
+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
+<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_loan%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
+<ul class="simple">
+<li>Creu Blanca</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
+<ul class="simple">
+<li>Enric Tobella &lt;<a class="reference external" href="mailto:etobella&#64;creublanca.es">etobella&#64;creublanca.es</a>&gt;</li>
+<li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li>
+<li>Alberto Martín Cortada &lt;<a class="reference external" href="mailto:alberto.martin&#64;guadaltech.es">alberto.martin&#64;guadaltech.es</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
+<p>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.</p>
+<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
+<p><a class="reference external image-reference" href="https://github.com/etobella"><img alt="etobella" src="https://github.com/etobella.png?size=40px" /></a></p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/17.0/account_loan">OCA/account-financial-tools</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</body>
+</html>

account_loan/tests/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import test_loan

account_loan/tests/test_loan.py

@@ -0,0 +1,631 @@
+# Copyright 2018 Creu Blanca
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+import logging
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import fields
+from odoo.exceptions import UserError
+from odoo.tests import Form, tagged
+from odoo.tools import mute_logger
+
+from odoo.addons.base.tests.common import BaseCommon
+
+_logger = logging.getLogger(__name__)
+try:
+    import numpy_financial
+except (OSError, ImportError) as err:
+    _logger.error(err)
+
+
+@tagged("post_install", "-at_install")
+class TestLoan(BaseCommon):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.company = cls.env.ref("base.main_company")
+        cls.company_02 = cls.env["res.company"].create({"name": "Auxiliar company"})
+        cls.journal = cls.env["account.journal"].create(
+            {
+                "company_id": cls.company.id,
+                "type": "purchase",
+                "name": "Debts",
+                "code": "DBT",
+            }
+        )
+        cls.loan_account = cls.create_account(
+            "DEP",
+            "depreciation",
+            "liability_current",
+        )
+        cls.payable_account = cls.create_account("PAY", "payable", "liability_payable")
+        cls.asset_account = cls.create_account("ASSET", "asset", "liability_payable")
+        cls.interests_account = cls.create_account("FEE", "Fees", "expense")
+        cls.lt_loan_account = cls.create_account(
+            "LTD",
+            "Long term depreciation",
+            "liability_non_current",
+        )
+        cls.partner = cls.env["res.partner"].create({"name": "Bank"})
+        cls.product = cls.env["product.product"].create(
+            {"name": "Payment", "type": "service"}
+        )
+        cls.interests_product = cls.env["product.product"].create(
+            {"name": "Bank fee", "type": "service"}
+        )
+
+    def test_onchange(self):
+        loan = self.env["account.loan"].create(
+            {
+                "name": "LOAN",
+                "company_id": self.company.id,
+                "journal_id": self.journal.id,
+                "loan_type": "fixed-annuity",
+                "loan_amount": 100,
+                "rate": 1,
+                "periods": 2,
+                "short_term_loan_account_id": self.loan_account.id,
+                "interest_expenses_account_id": self.interests_account.id,
+                "product_id": self.product.id,
+                "interests_product_id": self.interests_product.id,
+                "partner_id": self.partner.id,
+            }
+        )
+        loan_form = Form(loan)
+        loan_form.is_leasing = True
+        self.assertNotEqual(loan.journal_id, loan_form.journal_id)
+        loan_form.company_id = self.company_02
+        self.assertFalse(loan_form.interest_expenses_account_id)
+
+    def test_partner_loans(self):
+        self.assertFalse(self.partner.lended_loan_count)
+        loan = self.create_loan("fixed-annuity", 500000, 1, 60)
+        self.assertEqual(1, self.partner.lended_loan_count)
+        action = self.partner.action_view_partner_lended_loans()
+        self.assertEqual(loan, self.env[action["res_model"]].search(action["domain"]))
+
+    @mute_logger("odoo.models.unlink")
+    def test_round_on_end(self):
+        loan = self.create_loan("fixed-annuity", 500000, 1, 60)
+        loan.round_on_end = True
+        loan.compute_lines()
+        line_1 = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        for line in loan.line_ids:
+            self.assertAlmostEqual(line_1.payment_amount, line.payment_amount, 2)
+        loan.loan_type = "fixed-principal"
+        loan.compute_lines()
+        line_1 = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        line_end = loan.line_ids.filtered(lambda r: r.sequence == 60)
+        self.assertNotAlmostEqual(line_1.payment_amount, line_end.payment_amount, 2)
+        loan.loan_type = "interest"
+        loan.compute_lines()
+        line_1 = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        line_end = loan.line_ids.filtered(lambda r: r.sequence == 60)
+        self.assertEqual(line_1.principal_amount, 0)
+        self.assertEqual(line_end.principal_amount, 500000)
+
+    @mute_logger("odoo.models.unlink")
+    def test_increase_amount_validation(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000), line.payment_amount, 2
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create({})
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        with self.assertRaises(UserError):
+            self.env["account.loan.increase.amount"].with_context(
+                default_loan_id=loan.id
+            ).create(
+                {
+                    "amount": (amount - amount / periods) / 2,
+                    "date": line.date + relativedelta(months=-1),
+                }
+            ).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.increase.amount"].with_context(
+                default_loan_id=loan.id
+            ).create({"amount": 0, "date": line.date}).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.increase.amount"].with_context(
+                default_loan_id=loan.id
+            ).create({"amount": -100, "date": line.date}).run()
+
+    @mute_logger("odoo.models.unlink")
+    def test_pay_amount_validation(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000), line.payment_amount, 2
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create({})
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].with_context(
+                default_loan_id=loan.id
+            ).create(
+                {
+                    "amount": (amount - amount / periods) / 2,
+                    "fees": 100,
+                    "date": line.date + relativedelta(months=-1),
+                }
+            ).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].with_context(
+                default_loan_id=loan.id
+            ).create({"amount": amount, "fees": 100, "date": line.date}).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].with_context(
+                default_loan_id=loan.id
+            ).create({"amount": 0, "fees": 100, "date": line.date}).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].with_context(
+                default_loan_id=loan.id
+            ).create({"amount": -100, "fees": 100, "date": line.date}).run()
+
+    @mute_logger("odoo.models.unlink")
+    def test_increase_amount_loan(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000), line.payment_amount, 2
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create({})
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        pending_principal_amount = loan.pending_principal_amount
+        action = (
+            self.env["account.loan.increase.amount"]
+            .with_context(default_loan_id=loan.id)
+            .create(
+                {
+                    "amount": 1000,
+                    "date": line.date,
+                }
+            )
+            .run()
+        )
+        new_move = self.env[action["res_model"]].search(action["domain"])
+        new_move.ensure_one()
+        self.assertFalse(new_move.is_invoice())
+        self.assertEqual(loan, new_move.loan_id)
+        self.assertEqual(loan.pending_principal_amount, pending_principal_amount + 1000)
+
+    @mute_logger("odoo.models.unlink")
+    def test_increase_amount_leasing(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000), line.payment_amount, 2
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.is_leasing = True
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create(
+            {
+                "date": fields.date.today() + relativedelta(days=1),
+                "loan_type": "leasing",
+            }
+        )
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        pending_principal_amount = loan.pending_principal_amount
+        action = (
+            self.env["account.loan.increase.amount"]
+            .with_context(default_loan_id=loan.id)
+            .create(
+                {
+                    "amount": 1000,
+                    "date": line.date,
+                }
+            )
+            .run()
+        )
+        new_move = self.env[action["res_model"]].search(action["domain"])
+        new_move.ensure_one()
+        self.assertFalse(new_move.is_invoice())
+        self.assertEqual(loan, new_move.loan_id)
+        self.assertEqual(loan.pending_principal_amount, pending_principal_amount + 1000)
+
+    @mute_logger("odoo.models.unlink")
+    def test_fixed_annuity_begin_loan(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity-begin", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000, when="begin"),
+            line.payment_amount,
+            2,
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create({})
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        loan.rate = 2
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, periods, amount, when="begin"),
+            line.payment_amount,
+            2,
+        )
+        line = loan.line_ids.filtered(lambda r: r.sequence == 2)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(
+                2 / 100 / 12, periods - 1, line.pending_principal_amount, when="begin"
+            ),
+            line.payment_amount,
+            2,
+        )
+        line = loan.line_ids.filtered(lambda r: r.sequence == 3)
+        with self.assertRaises(UserError):
+            line.view_process_values()
+
+    @mute_logger("odoo.models.unlink")
+    def test_fixed_annuity_loan(self):
+        amount = 10000
+        periods = 24
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, 24, 10000), line.payment_amount, 2
+        )
+        self.assertEqual(line.long_term_principal_amount, 0)
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertGreater(line.long_term_principal_amount, 0)
+        self.post(loan)
+        self.assertTrue(loan.start_date)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.move_ids)
+        wzd = self.env["account.loan.generate.wizard"].create({})
+        action = wzd.run()
+        self.assertTrue(action)
+        self.assertFalse(wzd.run())
+        self.assertTrue(line.move_ids)
+        self.assertIn(line.move_ids.id, action["domain"][0][2])
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        loan.rate = 2
+        loan.compute_lines()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(1 / 100 / 12, periods, amount), line.payment_amount, 2
+        )
+        line = loan.line_ids.filtered(lambda r: r.sequence == 2)
+        self.assertAlmostEqual(
+            -numpy_financial.pmt(
+                2 / 100 / 12, periods - 1, line.pending_principal_amount
+            ),
+            line.payment_amount,
+            2,
+        )
+        line = loan.line_ids.filtered(lambda r: r.sequence == 3)
+        with self.assertRaises(UserError):
+            line.view_process_values()
+
+    @mute_logger("odoo.models.unlink")
+    def test_fixed_principal_loan_leasing(self):
+        amount = 24000
+        periods = 24
+        loan = self.create_loan("fixed-principal", amount, 1, periods)
+        self.partner.property_account_payable_id = self.payable_account
+        self.assertEqual(loan.journal_type, "general")
+        loan.is_leasing = True
+        loan.post_invoice = False
+        self.assertEqual(loan.journal_type, "purchase")
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.rate_type = "real"
+        loan.compute_lines()
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertEqual(amount / periods, line.principal_amount)
+        self.assertEqual(amount / periods, line.long_term_principal_amount)
+        self.post(loan)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.has_invoices)
+        self.assertFalse(line.has_moves)
+        action = (
+            self.env["account.loan.generate.wizard"]
+            .create(
+                {
+                    "date": fields.date.today() + relativedelta(days=1),
+                    "loan_type": "leasing",
+                }
+            )
+            .run()
+        )
+        self.assertTrue(line.has_invoices)
+        self.assertTrue(line.has_moves)
+        self.assertEqual(
+            line.move_ids, self.env[action["res_model"]].search(action["domain"])
+        )
+        loan.invalidate_recordset()
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].create(
+                {
+                    "loan_id": loan.id,
+                    "amount": (amount - amount / periods) / 2,
+                    "fees": 100,
+                    "date": loan.line_ids.filtered(lambda r: r.sequence == 2).date,
+                }
+            ).run()
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].create(
+                {
+                    "loan_id": loan.id,
+                    "amount": (amount - amount / periods) / 2,
+                    "fees": 100,
+                    "date": loan.line_ids.filtered(lambda r: r.sequence == 1).date
+                    + relativedelta(months=-1),
+                }
+            ).run()
+        self.assertTrue(line.move_ids)
+        self.assertTrue(line.move_ids.filtered(lambda r: r.is_invoice()))
+        self.assertTrue(line.move_ids.filtered(lambda r: not r.is_invoice()))
+        self.assertTrue(all([m.state == "draft" for m in line.move_ids]))
+        self.assertTrue(line.has_moves)
+        line.move_ids.action_post()
+        self.assertTrue(all([m.state == "posted" for m in line.move_ids]))
+        for move in line.move_ids:
+            self.assertIn(
+                move,
+                self.env["account.move"].search(loan.view_account_moves()["domain"]),
+            )
+        for move in line.move_ids.filtered(lambda r: r.is_invoice()):
+            self.assertIn(
+                move,
+                self.env["account.move"].search(loan.view_account_invoices()["domain"]),
+            )
+        with self.assertRaises(UserError):
+            self.env["account.loan.pay.amount"].create(
+                {
+                    "loan_id": loan.id,
+                    "amount": (amount - amount / periods) / 2,
+                    "fees": 100,
+                    "date": loan.line_ids.filtered(
+                        lambda r: r.sequence == periods
+                    ).date,
+                }
+            ).run()
+        self.env["account.loan.pay.amount"].create(
+            {
+                "loan_id": loan.id,
+                "amount": (amount - amount / periods) / 2,
+                "date": line.date,
+                "fees": 100,
+            }
+        ).run()
+        line = loan.line_ids.filtered(lambda r: r.sequence == 2)
+        self.assertEqual(loan.periods, periods + 1)
+        self.assertAlmostEqual(
+            line.principal_amount, (amount - amount / periods) / 2, 2
+        )
+        line = loan.line_ids.filtered(lambda r: r.sequence == 3)
+        self.assertEqual(amount / periods / 2, line.principal_amount)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 4)
+        with self.assertRaises(UserError):
+            line.view_process_values()
+
+    @mute_logger("odoo.models.unlink")
+    def test_fixed_principal_loan_auto_post_leasing(self):
+        amount = 24000
+        periods = 24
+        loan = self.create_loan("fixed-principal", amount, 1, periods)
+        self.partner.property_account_payable_id = self.payable_account
+        self.assertEqual(loan.journal_type, "general")
+        loan.is_leasing = True
+        self.assertEqual(loan.journal_type, "purchase")
+        loan.long_term_loan_account_id = self.lt_loan_account
+        loan.rate_type = "real"
+        loan.compute_lines()
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertEqual(amount / periods, line.principal_amount)
+        self.assertEqual(amount / periods, line.long_term_principal_amount)
+        self.post(loan)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        self.assertTrue(line)
+        self.assertFalse(line.has_invoices)
+        self.assertFalse(line.has_moves)
+        self.env["account.loan.generate.wizard"].create(
+            {"date": fields.date.today(), "loan_type": "leasing"}
+        ).run()
+        self.assertTrue(line.has_invoices)
+        self.assertTrue(line.has_moves)
+
+    @mute_logger("odoo.models.unlink")
+    def test_interests_on_end_loan(self):
+        amount = 10000
+        periods = 10
+        loan = self.create_loan("interest", amount, 1, periods)
+        loan.payment_on_first_period = False
+        loan.start_date = fields.Date.today()
+        loan.rate_type = "ear"
+        loan.compute_lines()
+        self.assertTrue(loan.line_ids)
+        self.assertEqual(len(loan.line_ids), periods)
+        self.assertEqual(0, loan.line_ids[0].principal_amount)
+        self.assertEqual(
+            amount,
+            loan.line_ids.filtered(lambda r: r.sequence == periods).principal_amount,
+        )
+        self.post(loan)
+        self.assertEqual(loan.payment_amount, 0)
+        self.assertEqual(loan.interests_amount, 0)
+        self.assertEqual(loan.pending_principal_amount, amount)
+        self.assertFalse(loan.line_ids.filtered(lambda r: r.date <= loan.start_date))
+        for line in loan.line_ids:
+            self.assertEqual(loan.state, "posted")
+            line.view_process_values()
+            self.assertTrue(line.move_ids)
+            self.assertEqual(line.move_ids.state, "posted")
+        self.assertEqual(loan.state, "closed")
+        loan.invalidate_recordset()
+        self.assertEqual(loan.payment_amount - loan.interests_amount, amount)
+        self.assertEqual(loan.pending_principal_amount, 0)
+
+    @mute_logger("odoo.models.unlink")
+    def test_cancel_loan(self):
+        amount = 10000
+        periods = 10
+        loan = self.create_loan("fixed-annuity", amount, 1, periods)
+        self.post(loan)
+        line = loan.line_ids.filtered(lambda r: r.sequence == 1)
+        line.view_process_values()
+        self.assertTrue(line.move_ids)
+        self.assertEqual(line.move_ids.state, "posted")
+        pay = self.env["account.loan.pay.amount"].create(
+            {"loan_id": loan.id, "amount": 0, "fees": 100, "date": line.date}
+        )
+        pay.cancel_loan = True
+        pay._onchange_cancel_loan()
+        self.assertEqual(pay.amount, line.final_pending_principal_amount)
+        pay.run()
+        self.assertEqual(loan.state, "cancelled")
+
+    def post(self, loan):
+        self.assertFalse(loan.move_ids)
+        post = (
+            self.env["account.loan.post"]
+            .with_context(default_loan_id=loan.id)
+            .create({})
+        )
+        post.run()
+        self.assertTrue(loan.move_ids)
+        with self.assertRaises(UserError):
+            post.run()
+
+    @classmethod
+    def create_account(cls, code, name, account_type):
+        return cls.env["account.account"].create(
+            {
+                "company_id": cls.company.id,
+                "name": name,
+                "code": code,
+                "account_type": account_type,
+                "reconcile": True,
+            }
+        )
+
+    def create_loan(self, type_loan, amount, rate, periods):
+        loan = self.env["account.loan"].create(
+            {
+                "journal_id": self.journal.id,
+                "rate_type": "napr",
+                "loan_type": type_loan,
+                "loan_amount": amount,
+                "payment_on_first_period": True,
+                "rate": rate,
+                "periods": periods,
+                "leased_asset_account_id": self.asset_account.id,
+                "short_term_loan_account_id": self.loan_account.id,
+                "interest_expenses_account_id": self.interests_account.id,
+                "product_id": self.product.id,
+                "interests_product_id": self.interests_product.id,
+                "partner_id": self.partner.id,
+            }
+        )
+        loan.compute_lines()
+        return loan

account_loan/views/account_loan_lines_view.xml

@@ -0,0 +1,140 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+
+    <record id="account_loan_line_tree" model="ir.ui.view">
+        <field name="name">account.loan.line.tree</field>
+        <field name="model">account.loan.line</field>
+        <field name="priority">99</field>
+        <field name="arch" type="xml">
+            <tree create="0">
+                <field name="sequence" />
+                <field name="date" />
+                <field name="rate" />
+                <field name="pending_principal_amount" />
+                <field name="payment_amount" sum="Total payments" />
+                <field name="principal_amount" />
+                <field name="interests_amount" sum="Total interests" />
+                <field
+                    name="long_term_pending_principal_amount"
+                    column_invisible="not parent.long_term_loan_account_id"
+                />
+                <field
+                    name="long_term_principal_amount"
+                    column_invisible="not parent.long_term_loan_account_id"
+                />
+                <field name="long_term_loan_account_id" column_invisible="True" />
+                <field name="loan_state" column_invisible="True" />
+                <field name="is_leasing" column_invisible="True" />
+                <field name="has_invoices" column_invisible="True" />
+                <field name="has_moves" column_invisible="True" />
+                <field name="currency_id" column_invisible="True" />
+                <button
+                    name="view_account_values"
+                    string="Values"
+                    type="object"
+                    icon="fa-eye"
+                    invisible="not has_moves and not has_invoices"
+                />
+                <button
+                    name="view_process_values"
+                    string="Process"
+                    type="object"
+                    icon="fa-cogs"
+                    invisible="has_moves or has_invoices or loan_state != 'posted'"
+                />
+            </tree>
+        </field>
+    </record>
+    <record id="account_loan_line_form" model="ir.ui.view">
+        <field name="name">account.loan.line.form</field>
+        <field name="model">account.loan.line</field>
+        <field name="arch" type="xml">
+            <form>
+                <group>
+                    <field name="sequence" />
+                    <field name="rate" />
+                    <field name="date" />
+                </group>
+                <group>
+                    <group>
+                        <field name="pending_principal_amount" />
+                        <field name="payment_amount" />
+                        <field name="principal_amount" />
+                        <field name="interests_amount" />
+                        <field name="final_pending_principal_amount" />
+                    </group>
+                    <group>
+                        <field name="long_term_pending_principal_amount" />
+                        <field name="long_term_principal_amount" />
+                    </group>
+                </group>
+            </form>
+        </field>
+    </record>
+    <record id="account_loan_lines_view" model="ir.ui.view">
+        <field name="name">account.loan.lines.view</field>
+        <field name="model">account.loan.line</field>
+        <field name="arch" type="xml">
+            <tree create="0" import="0">
+                <field name="sequence" />
+                <field name="loan_id" />
+                <field name="date" />
+                <field name="rate" />
+                <field name="pending_principal_amount" />
+                <field name="payment_amount" />
+                <field name="principal_amount" />
+                <field name="interests_amount" />
+                <field name="long_term_pending_principal_amount" />
+                <field name="long_term_principal_amount" />
+                <field
+                    name="company_id"
+                    optional="hide"
+                    groups="base.group_multi_company"
+                />
+                <field name="partner_id" optional="hide" />
+                <field name="journal_id" optional="hide" />
+                <field name="short_term_loan_account_id" optional="hide" />
+                <field name="long_term_loan_account_id" optional="hide" />
+                <field name="interest_expenses_account_id" optional="hide" />
+                <groupby name="loan_id">
+                    <button name="edit" type="edit" icon="fa-edit" title="Edit" />
+                </groupby>
+            </tree>
+        </field>
+    </record>
+
+    <record id="view_account_loan_lines_search" model="ir.ui.view">
+        <field name="name">Loan Items</field>
+        <field name="model">account.loan.line</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="loan_id" />
+                <field name="partner_id" />
+                <group expand='0' string='Group by...'>
+                    <filter
+                        string='Loan'
+                        name="group_by_loan_id"
+                        context="{'group_by': 'loan_id'}"
+                    />
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="account_loan_lines_action" model="ir.actions.act_window">
+        <field name="name">Loan Items</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">account.loan.line</field>
+        <field name="view_mode">tree,pivot,graph</field>
+        <field name="view_id" ref="account_loan_lines_view" />
+        <field name="context">{'search_default_group_by_loan_id': 1}</field>
+    </record>
+
+    <menuitem
+        id="account_loan_lines_menu"
+        parent="loan_menu"
+        sequence="20"
+        name="Loan Items"
+        action="account_loan_lines_action"
+    />
+</odoo>

account_loan/views/account_loan_view.xml

@@ -0,0 +1,226 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2011 Alexis de Lattre <alexis.delattre@akretion.com>
+     Copyright 2016 Antonio Espinosa <antonio.espinosa@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record id="account_loan_search" model="ir.ui.view">
+        <field name="name">account.loan.tree</field>
+        <field name="model">account.loan</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="partner_id" />
+                <field name="company_id" groups="base.group_multi_company" />
+            </search>
+        </field>
+    </record>
+    <record id="account_loan_tree" model="ir.ui.view">
+        <field name="name">account.loan.tree</field>
+        <field name="model">account.loan</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name" />
+                <field name="partner_id" optional="hide" />
+                <field name="company_id" groups="base.group_multi_company" />
+                <field name="is_leasing" />
+                <field name="state" />
+                <field name="rate" optional="hide" />
+                <field name="loan_amount" optional="hide" />
+                <field name="pending_principal_amount" optional="hide" />
+                <field name="periods" optional="hide" />
+                <field name="start_date" optional="hide" />
+            </tree>
+        </field>
+    </record>
+    <record id="account_loan_form" model="ir.ui.view">
+        <field name="name">account.loan.form</field>
+        <field name="model">account.loan</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="compute_lines" type="object" string="Compute items" />
+                    <button
+                        name="%(account_loan_post_action)d"
+                        invisible="state != 'draft'"
+                        type="action"
+                        string="Post"
+                        groups="account.group_account_manager"
+                    />
+                    <field name="state" widget="statusbar" />
+                </header>
+                <sheet>
+                    <div name="button_box" class="oe_button_box">
+                        <button
+                            name="view_account_moves"
+                            class="oe_stat_button"
+                            icon="fa-bars"
+                            invisible="state == 'draft'"
+                            type="object"
+                            string="Moves"
+                        />
+                        <button
+                            name="view_account_invoices"
+                            class="oe_stat_button"
+                            icon="fa-pencil-square-o"
+                            invisible="state == 'draft' or not is_leasing"
+                            type="object"
+                            string="Invoices"
+                        />
+                        <button
+                            name="%(account_loan_pay_amount_action)d"
+                            class="oe_stat_button"
+                            icon="fa-arrow-down"
+                            invisible="state != 'posted'"
+                            type="action"
+                            groups="account.group_account_manager"
+                        >
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_text">Deduct</span>
+                                <span class="o_stat_text">Debt</span>
+                            </div>
+                        </button>
+                        <button
+                            name="%(account_loan_increase_amount_act_window)d"
+                            class="oe_stat_button"
+                            icon="fa-arrow-up"
+                            invisible="state != 'posted'"
+                            type="action"
+                            groups="account.group_account_manager"
+                        >
+                            <div class="o_field_widget o_stat_info">
+                                <span class="o_stat_text">Increase</span>
+                                <span class="o_stat_text">Debt</span>
+                            </div>
+                        </button>
+                    </div>
+                    <h1>
+                        <field name="name" readonly="state != 'draft'" />
+                    </h1>
+                    <group>
+                        <group>
+                            <field name="company_id" invisible="1" />
+                            <field
+                                name="company_id"
+                                options="{'no_create': True}"
+                                readonly="state != 'draft'"
+                                groups="base.group_multi_company"
+                            />
+                            <field name="loan_type" readonly="state != 'draft'" />
+                            <field name="loan_amount" readonly="state != 'draft'" />
+                        </group>
+                        <group>
+                            <field name="rate_type" readonly="state != 'draft'" />
+                            <field name="rate" />
+                            <field name="rate_period" />
+                        </group>
+                    </group>
+                    <group>
+                        <group>
+                            <field name="partner_id" readonly="state != 'draft'" />
+                            <field name="start_date" readonly="state != 'draft'" />
+                            <field name="periods" readonly="state != 'draft'" />
+                            <field name="method_period" readonly="state != 'draft'" />
+                        </group>
+                        <group>
+                            <field name="is_leasing" readonly="state != 'draft'" />
+                            <field name="round_on_end" readonly="state != 'draft'" />
+                            <field
+                                name="payment_on_first_period"
+                                readonly="state != 'draft'"
+                            />
+                        </group>
+                    </group>
+                    <group invisible="state == 'draft'">
+                        <group>
+                            <field name="pending_principal_amount" />
+                            <field name="payment_amount" />
+                            <field name="interests_amount" />
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Items" id="items">
+                            <field
+                                name="line_ids"
+                                context="{'tree_view_ref': 'account_loan.account_loan_line_tree'}"
+                            />
+                        </page>
+                        <page string="Accounts" id="accounting">
+                            <group>
+                                <group>
+                                    <field
+                                        name="journal_id"
+                                        readonly="state != 'draft'"
+                                    />
+                                    <field
+                                        name="short_term_loan_account_id"
+                                        readonly="state != 'draft'"
+                                    />
+                                    <field name="journal_type" invisible="1" />
+                                </group>
+                                <group>
+                                    <field
+                                        name="long_term_loan_account_id"
+                                        readonly="state != 'draft'"
+                                    />
+                                    <field
+                                        name="interest_expenses_account_id"
+                                        readonly="state != 'draft'"
+                                    />
+                                    <field name="currency_id" invisible="1" />
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Leasing" id="leasing" invisible="not is_leasing">
+                            <group>
+                                <group>
+                                    <field
+                                        name="leased_asset_account_id"
+                                        required="is_leasing"
+                                        readonly="state != 'draft'"
+                                    />
+                                    <field
+                                        name="residual_amount"
+                                        readonly="state != 'draft'"
+                                    />
+                                </group>
+                                <group>
+                                    <field name="product_id" required="is_leasing" />
+                                    <field
+                                        name="interests_product_id"
+                                        required="is_leasing"
+                                    />
+                                    <field name="post_invoice" />
+                                </group>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers" />
+                    <field name="activity_ids" widget="mail_activity" />
+                    <field name="message_ids" widget="mail_thread" />
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <record id="account_loan_action" model="ir.actions.act_window">
+        <field name="name">Loans</field>
+        <field name="res_model">account.loan</field>
+    </record>
+
+    <menuitem
+        id="loan_menu"
+        name="Loans"
+        parent="account.menu_finance_entries"
+        sequence="75"
+    />
+
+    <menuitem
+        id="account_loan_menu"
+        parent="loan_menu"
+        sequence="10"
+        name="Loans"
+        action="account_loan_action"
+    />
+</odoo>