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[16.0][ADD] account_liquidity_forecast_sale
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‎account_liquidity_forecast_sale/README.rst

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===============================
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Account Liquidity Forecast Sale
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===============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:32303c30dc7d9ce2c82299004c2f99409472e2163d9b65b72098273c9a5c047a
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-reporting/tree/16.0/account_liquidity_forecast_sale
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:alt: OCA/account-financial-reporting
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-reporting-16-0/account-financial-reporting-16-0-account_liquidity_forecast_sale
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends the functionality of account_liquidity_forecast by enabling the option
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of adding the Requests for Quotation on the report. The report uses Date Order (date_order)
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field on the Request for Quotation.
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To launch the report wizard, navigate to Accounting/Invoicing > Reporting > Liquidity Forecast.
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A configuration wizard will open, allowing you to define the parameters for the report.
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This module adds a new option:
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- Select "Include draft SO": If checked, the report will include draft Sale Orders.
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**Table of contents**
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.. contents::
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:local:
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_liquidity_forecast_sale%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ForgeFlow
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Contributors
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~~~~~~~~~~~~
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* `ForgeFlow <https://www.forgeflow.com>`__:
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* Mateu Griful
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/16.0/account_liquidity_forecast_sale>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎account_liquidity_forecast_sale/__init__.py

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from . import report
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from . import wizards

‎account_liquidity_forecast_sale/__manifest__.py

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# Copyright 2025 ForgeFlow S.L. (https://www.forgeflow.com)
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{
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"name": "Account Liquidity Forecast Sale",
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"version": "16.0.1.0.0",
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"category": "Reporting",
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"summary": "Account Liquidity Forecast Sale",
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"author": "ForgeFlow," "Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/account-financial-reporting",
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"depends": ["account_liquidity_forecast", "sale"],
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"data": [
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"wizards/account_liquidity_forecast_wizard_views.xml",
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],
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"installable": True,
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"application": True,
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"auto_install": False,
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"license": "AGPL-3",
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}

‎account_liquidity_forecast_sale/readme/CONTRIBUTORS.rst

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* `ForgeFlow <https://www.forgeflow.com>`__:
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* Mateu Griful

‎account_liquidity_forecast_sale/readme/DESCRIPTION.rst

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This module extends the functionality of account_liquidity_forecast by enabling the option
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of adding the Requests for Quotation on the report. The report uses Date Order (date_order)
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field on the Request for Quotation.
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To launch the report wizard, navigate to Accounting/Invoicing > Reporting > Liquidity Forecast.
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A configuration wizard will open, allowing you to define the parameters for the report.
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This module adds a new option:
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- Select "Include draft SO": If checked, the report will include draft Sale Orders.

‎account_liquidity_forecast_sale/report/__init__.py

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from . import liquidity_forecast

‎account_liquidity_forecast_sale/report/liquidity_forecast.py

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# Copyright 2025 ForgeFlow S.L. (https://www.forgeflow.com)
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from odoo import _, models
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class LiquidityForecastReport(models.AbstractModel):
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_inherit = "report.account_liquidity_forecast.liquidity_forecast"
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def _prepare_liquidity_forecast_lines_period(
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self, data, liquidity_forecast_lines, period, periods
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):
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res = super()._prepare_liquidity_forecast_lines_period(
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data, liquidity_forecast_lines, period, periods
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)
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include_so_draft = data.get("include_so_draft", False)
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if include_so_draft:
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self._prepare_cash_flow_lines_sale_draft(
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data, liquidity_forecast_lines, period, periods
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)
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return res
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def _prepare_cash_flow_lines_sale_draft(
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self, data, liquidity_forecast_lines, period, periods
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):
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domain = self.get_so_domain(period)
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draft_sale_orders = self.env["sale.order"].search(domain)
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if not draft_sale_orders:
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return
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sale_lines = draft_sale_orders.mapped("order_line")
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if not sale_lines:
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return
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code = "cash_flow_line_out_sale_draft"
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existing_lines = [
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line for line in liquidity_forecast_lines if line["code"] == code
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]
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if existing_lines:
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flow_line = existing_lines[0]
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else:
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flow_line = {
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"code": code,
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"type": "amount",
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"level": "detail",
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"model": "sale.order.line",
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"title": _("Draft Sale Orders"),
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"sequence": 3500,
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"periods": {
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p["sequence"]: {"amount": 0.0, "domain": []} for p in periods
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},
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}
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liquidity_forecast_lines.append(flow_line)
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total = sum(sale_line.price_subtotal for sale_line in sale_lines)
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flow_line["periods"][period["sequence"]]["amount"] += total
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flow_line["periods"][period["sequence"]]["domain"] = [
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("id", "in", sale_lines.ids)
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]
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def get_so_domain(self, period):
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domain = [
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("state", "in", ["draft", "sent"]),
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("date_order", "<=", period["date_to"]),
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]
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if period["sequence"] > 0:
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domain.append(("date_order", ">=", period["date_from"]))
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return domain

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