Issue 3695

Support recurring moves and recurring invoices
Nosy list
ced, pilou, pokoli, rhertzog, yangoon
Assigned to

Created on 2014-02-20.10:52:37 by rhertzog, last changed 77 months ago by pokoli.


File name Uploaded Type Details
sql-ledger-apply-recurrence.png rhertzog, 2014-02-20.10:52:57 image/png view
sql-ledger-config-recurrence.png rhertzog, 2014-02-20.10:52:36 image/png view


Author: [hidden] (pokoli) Tryton committer Tryton translator
Date: 2016-07-06.11:14:18
Just for the record, there is a more updated version of a contract modules in
Author: [hidden] (ced) Tryton committer Tryton translator
Date: 2015-09-24.23:12:58
I think the move template from issue4407 answer the question.
I don't think it is right to have the system posting moves automatically, this should always be validated by an accountant at least for all supplier event.
For customer recurrence like subscription, I think this should not be managed at the accounting level but with a business object like the sale.
Author: [hidden] (pokoli) Tryton committer Tryton translator
Date: 2014-04-01.19:39:26
There is also a blueprint on

So maybe it can be extended to support creating moves, and creating any type of
invoices (customer and supplier).

For me it seems the right way to do it, so your comments on the blueprint will
be very welcomed.
Author: [hidden] (pilou)
Date: 2014-03-31.07:00:09
A module related to this feature request (seems compatible with Tryton 2.8): "With this module you can quickly
generate recurrent invoices based on contracts."
Author: [hidden] (rhertzog)
Date: 2014-02-20.10:52:36
A lot of my expenses are (almost) the same each month/quarter and it would be
nice if Tryton could help me to manage those more efficiently than requiring me
to find the old invoice or old move, to click on duplicate and then to edit the
required data.

We should be able to pick an existing invoice or account move and then activate
a menu entry "Manage recurrence..." or something like that. This would record
this invoice or move as a template to create further copies. We should be able
to define the recurrence (daily, weekly, monthly, quarterly, yearly) and then
pick the day of the period to use for each new occurrence.

There should be a new action to create new invoices/moves based on those
templates. By default it should offer to create all invoices/moves with dates in
the past, however we could also select some of the other templates in order to
pre-create the invoices/moves.

For reference, I attach screenshots of the corresponding feature in SQL-Ledger.

For recurring invoices, it should be possible to include the payment information
in the template as well (typically when the amount is always paid by credit card
or by automatic bank withdrawal).
Date User Action Args
2016-07-06 11:14:20pokolisetmessages: + msg26851
2015-09-24 23:12:59cedsetnosy: + ced
messages: + msg22517
2014-04-01 19:39:27pokolisetmessages: + msg16378
2014-03-31 07:00:10pilousetstatus: unread -> chatting
nosy: + pilou
messages: + msg16359
2014-02-20 13:03:37yangoonsetnosy: + yangoon
2014-02-20 10:55:45pokolisetnosy: + pokoli
2014-02-20 10:52:57rhertzogsetfiles: + sql-ledger-apply-recurrence.png
2014-02-20 10:52:37rhertzogcreate

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