Better handling of partner_bank_id and mandate_id on invoice: invisible/required/onchange

account_banking_mandate/models/account_invoice.py

@@ -15,6 +15,9 @@ class AccountInvoice(models.Model):
         'account.banking.mandate', string='Direct Debit Mandate',
         ondelete='restrict',
         readonly=True, states={'draft': [('readonly', False)]})
+    mandate_required = fields.Boolean(
+        related='payment_mode_id.payment_method_id.mandate_required',
+        readonly=True)
 
     @api.model
     def line_get_convert(self, line, part):
@@ -41,16 +44,32 @@ class AccountInvoice(models.Model):
             vals['mandate_id'] = invoice.mandate_id.id
         return vals
 
-    @api.onchange('payment_mode_id')
-    def payment_mode_change(self):
+    @api.onchange('partner_id', 'company_id')
+    def _onchange_partner_id(self):
         """Select by default the first valid mandate of the partner"""
+        super(AccountInvoice, self)._onchange_partner_id()
         if (
-                self.type in ('out_invoice', 'out_refund') and
-                self.payment_mode_id.payment_type == 'inbound' and
-                self.payment_mode_id.payment_method_id.mandate_required and
-                self.partner_id):
+                self.type == 'out_invoice' and
+                self.partner_id.customer_payment_mode_id.\
+                payment_type == 'inbound' and
+                self.partner_id.customer_payment_mode_id.payment_method_id.\
+                mandate_required and
+                self.commercial_partner_id):
             mandates = self.env['account.banking.mandate'].search([
                 ('state', '=', 'valid'),
                 ('partner_id', '=', self.commercial_partner_id.id),
                 ])
             self.mandate_id = mandates[0]
+        else:
+            self.mandate_id = False
+
+    @api.onchange('payment_mode_id')
+    def payment_mode_id_change(self):
+        super(AccountInvoice, self).payment_mode_id_change()
+        if (
+                self.payment_mode_id and
+                self.payment_mode_id.payment_type == 'inbound' and
+                not self.payment_mode_id.payment_method_id.mandate_required):
+            self.mandate_id = False
+        elif not self.payment_mode_id:
+            self.mandate_id = False

account_banking_mandate/views/account_invoice_view.xml

@@ -12,9 +12,11 @@
     <field name="model">account.invoice</field>
     <field name="inherit_id" ref="account_payment_partner.invoice_form"/>
     <field name="arch" type="xml">
-        <field name="partner_bank_id" position="after">
+        <field name="payment_mode_id" position="after">
             <field name="mandate_id"
-                domain="[('partner_id', '=', commercial_partner_id), ('state', '=', 'valid')]"/>
+                domain="[('partner_id', '=', commercial_partner_id), ('state', '=', 'valid')]"
+                attrs="{'required': [('mandate_required', '=', True)], 'invisible': [('mandate_required', '=', False)]}"/>
+            <field name="mandate_required" invisible="1"/>
         </field>
     </field>
 </record>

account_banking_mandate/views/account_payment_method.xml

@@ -6,7 +6,7 @@
 <record id="account_payment_method_form" model="ir.ui.view">
     <field name="name">account_banking_mandate.account.payment.method.form</field>
     <field name="model">account.payment.method</field>
-    <field name="inherit_id" ref="account_payment_mode.account_payment_method_form"/>
+    <field name="inherit_id" ref="account_payment_partner.account_payment_method_form"/>
     <field name="arch" type="xml">
         <field name="payment_type" position="after">
             <field name="mandate_required"

account_banking_sepa_credit_transfer/data/account_payment_method.xml

@@ -7,6 +7,7 @@
     <field name="name">SEPA Credit Transfer to suppliers</field>
     <field name="code">sepa_credit_transfer</field>
     <field name="payment_type">outbound</field>
+    <field name="bank_account_required" eval="True"/>
     <field name="pain_version">pain.001.001.03</field>
 </record>
 

account_payment_partner/__openerp__.py

@@ -16,6 +16,7 @@
     'depends': ['account_payment_mode'],
     'data': [
         'views/res_partner_view.xml',
+        'views/account_payment_method.xml',
         'views/account_invoice_view.xml',
         'views/account_move_line.xml',
         'views/report_invoice.xml',

account_payment_partner/models/__init__.py

@@ -1,5 +1,6 @@
 # -*- coding: utf-8 -*-
 
 from . import res_partner
+from . import account_payment_method
 from . import account_invoice
 from . import account_move_line

account_payment_partner/models/account_invoice.py

@@ -13,22 +13,46 @@ class AccountInvoice(models.Model):
         comodel_name='account.payment.mode', string="Payment Mode",
         ondelete='restrict',
         readonly=True, states={'draft': [('readonly', False)]})
+    bank_account_required = fields.Boolean(
+        related='payment_mode_id.payment_method_id.bank_account_required',
+        readonly=True)
 
-    @api.onchange('partner_id', 'company_id', 'type')
+    @api.onchange('partner_id', 'company_id')
     def _onchange_partner_id(self):
         super(AccountInvoice, self)._onchange_partner_id()
-        if self.partner_id and self.type:
+        if self.partner_id:
             if self.type == 'in_invoice':
-                self.payment_mode_id =\
-                    self.partner_id.supplier_payment_mode_id
+                pay_mode = self.partner_id.supplier_payment_mode_id
+                self.payment_mode_id = pay_mode
+                if (
+                        pay_mode and
+                        pay_mode.payment_type == 'outbound' and
+                        pay_mode.payment_method_id.bank_account_required and
+                        self.commercial_partner_id.bank_ids):
+                    self.partner_bank_id = self.commercial_partner_id.bank_ids[0]
             elif self.type == 'out_invoice':
-                payment_mode = self.partner_id.customer_payment_mode_id
-                self.payment_mode_id = payment_mode
-                if payment_mode and payment_mode.bank_account_link == 'fixed':
-                    self.partner_bank_id = payment_mode.fixed_journal_id.\
+                pay_mode = self.partner_id.customer_payment_mode_id
+                self.payment_mode_id = pay_mode
+                if pay_mode and pay_mode.bank_account_link == 'fixed':
+                    self.partner_bank_id = pay_mode.fixed_journal_id.\
                         bank_account_id
         else:
             self.payment_mode_id = False
+            if self.type == 'in_invoice':
+                self.partner_bank_id = False
+
+    @api.onchange('payment_mode_id')
+    def payment_mode_id_change(self):
+        if (
+                self.payment_mode_id and
+                self.payment_mode_id.payment_type == 'outbound' and
+                not self.payment_mode_id.payment_method_id.\
+                    bank_account_required):
+            self.partner_bank_id = False
+            print "false"
+        elif not self.payment_mode_id:
+            self.partner_bank_id = False
+            print "false"
 
     @api.model
     def line_get_convert(self, line, part):

account_payment_partner/models/account_payment_method.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+# © 2016 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from openerp import models, fields
+
+
+class AccountPaymentMethod(models.Model):
+    _inherit = "account.payment.method"
+
+    bank_account_required = fields.Boolean(
+        string='Bank Account Required',
+        help="Activate this option if this payment method requires to "
+        "set the bank account of your supplier on the vendor bills.")

account_payment_partner/views/account_invoice_view.xml

@@ -43,15 +43,17 @@
         <field name="model">account.invoice</field>
         <field name="inherit_id" ref="account.invoice_supplier_form" />
         <field name="arch" type="xml">
-            <field name="partner_bank_id" position="after">
+            <field name="partner_bank_id" position="before">
                 <field name="payment_mode_id"
                        domain="[('payment_type', '=', 'outbound')]"
                        widget="selection"/>
                 <field name="commercial_partner_id" invisible="1"/>
+                <field name="bank_account_required" invisible="1"/>
             </field>
             <field name="partner_bank_id" position="attributes">
                 <attribute name="domain">[('partner_id', '=', commercial_partner_id)]</attribute>
                 <attribute name="invisible">0</attribute>
+                <attribute name="attrs">{'invisible': [('bank_account_required', '=', False)], 'required': [('bank_account_required', '=', True)]}</attribute>
             </field>
         </field>
     </record>

account_payment_partner/views/account_payment_method.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+<data>
+
+
+<record id="account_payment_method_form" model="ir.ui.view">
+    <field name="name">account_payment_partner.account.payment.method.form</field>
+    <field name="model">account.payment.method</field>
+    <field name="inherit_id" ref="account_payment_mode.account_payment_method_form"/>
+    <field name="arch" type="xml">
+        <field name="payment_type" position="after">
+            <field name="bank_account_required"
+                attrs="{'invisible': [('payment_type', '!=', 'outbound')]}"/>
+        </field>
+    </field>
+</record>
+
+
+</data>
+</odoo>