mirror of
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OCA-git-bot
118
account_banking_mandate_sale_contact/README.rst
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118
account_banking_mandate_sale_contact/README.rst
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@@ -0,0 +1,118 @@
|
||||
====================================
|
||||
Account Banking Mandate Sale Contact
|
||||
====================================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:eeae9a271298d5ecc21cb8c66547a6c87ef73fd91c9d179dc795f4092038c9b4
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |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%2Fbank--payment-lightgray.png?logo=github
|
||||
:target: https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_sale_contact
|
||||
:alt: OCA/bank-payment
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/bank-payment-17-0/bank-payment-17-0-account_banking_mandate_sale_contact
|
||||
: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/bank-payment&target_branch=17.0
|
||||
:alt: Try me on Runboat
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
|
||||
|
||||
This module combines the functionality of account_banking_mandate_sale
|
||||
with account_banking_mandate_contact and allows you to set up a default
|
||||
contact mandate for sale orders.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To configure this module, you need to:
|
||||
|
||||
1. Go to *Settings > Sales > Invoicing* and select the "Default Sale Mandate Contact"
|
||||
option. This allows you to configure in which sale partner the
|
||||
mandates will be searched for: customer, invoice address,
|
||||
invoicing commercial entity, etc.
|
||||
|
||||
2. If you want to specifically set that option for a specific partner,
|
||||
you can go to the "Sales & Purchase" tab his contact form. And edit the
|
||||
"Default Sale Mandate Contact" field. This option is only available in
|
||||
company contact types and it will affect all the childen contacts
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
For selecting the mandate at contact level:
|
||||
|
||||
1. Go to *Invoicing > Customers > Customers*.
|
||||
2. Open or create one contact.
|
||||
3. On the "Sales & Purchase" page, fill *Contact Mandate*.
|
||||
|
||||
For setting the mandate automatically at sale order level:
|
||||
|
||||
1. Go to *Sales > Orders > Quotations* and create a sale order with a payment mode that requires mandate
|
||||
2. See how Odoo automatically fills the mandate with the one you selected at contact level. That
|
||||
mandate will be copied from the sale order to the invoice.
|
||||
|
||||
Bug Tracker
|
||||
===========
|
||||
|
||||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/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/bank-payment/issues/new?body=module:%20account_banking_mandate_sale_contact%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
|
||||
-------
|
||||
|
||||
* Alberto Martínez
|
||||
|
||||
Contributors
|
||||
------------
|
||||
|
||||
- `Sygel <https://www.sygel.es>`__:
|
||||
|
||||
- Alberto Martínez <alberto.martinez@sygel.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-tisho99| image:: https://github.com/tisho99.png?size=40px
|
||||
:target: https://github.com/tisho99
|
||||
:alt: tisho99
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-tisho99|
|
||||
|
||||
This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_sale_contact>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
3
account_banking_mandate_sale_contact/__init__.py
Normal file
3
account_banking_mandate_sale_contact/__init__.py
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@@ -0,0 +1,3 @@
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import models
|
||||
17
account_banking_mandate_sale_contact/__manifest__.py
Normal file
17
account_banking_mandate_sale_contact/__manifest__.py
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@@ -0,0 +1,17 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
{
|
||||
"name": "Account Banking Mandate Sale Contact",
|
||||
"summary": "Add a specific contact mandate to sale orders",
|
||||
"version": "17.0.1.0.0",
|
||||
"development_status": "Beta",
|
||||
"category": "Banking addons",
|
||||
"website": "https://github.com/OCA/bank-payment",
|
||||
"author": "Alberto Martínez, Odoo Community Association (OCA)",
|
||||
"maintainers": ["tisho99"],
|
||||
"license": "AGPL-3",
|
||||
"application": False,
|
||||
"installable": True,
|
||||
"depends": ["account_banking_mandate_contact", "account_banking_mandate_sale"],
|
||||
"data": ["views/res_config_settings.xml", "views/res_partner.xml"],
|
||||
}
|
||||
@@ -0,0 +1,111 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * account_banking_mandate_sale_contact
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: \n"
|
||||
"Language-Team: \n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "<span class=\"o_form_label\">Default Mandates</span>"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__commercial_partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__commercial_partner_id
|
||||
msgid "Commercial Customer Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_company
|
||||
msgid "Companies"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_config_settings
|
||||
msgid "Config Settings"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_id
|
||||
msgid "Customer Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid "Default Sale Mandate Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_shipping_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_shipping_id
|
||||
msgid "Delivery Address Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_invoice_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_invoice_id
|
||||
msgid "Invoice Address Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_sale_order
|
||||
msgid "Sales Order"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\r"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\r"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\r"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\r"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\r"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "The partner of the sales in which odoo will search for the mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The partner of the sales in which odoo will search for the mandate\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
150
account_banking_mandate_sale_contact/i18n/es.po
Normal file
150
account_banking_mandate_sale_contact/i18n/es.po
Normal file
@@ -0,0 +1,150 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * account_banking_mandate_sale_contact
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2024-03-20 15:49+0000\n"
|
||||
"Last-Translator: Alberto Martínez <alberto.martinez@sygel.es>\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: es\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
"X-Generator: Weblate 4.17\n"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "<span class=\"o_form_label\">Default Mandates</span>"
|
||||
msgstr "<span class=\"o_form_label\">Mandatos por defecto</span>"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__commercial_partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__commercial_partner_id
|
||||
msgid "Commercial Customer Mandate"
|
||||
msgstr "Mandato de la entidad comercial"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_company
|
||||
msgid "Companies"
|
||||
msgstr "Compañías"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_config_settings
|
||||
msgid "Config Settings"
|
||||
msgstr "Opciones de configuración"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Contacto"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_id
|
||||
msgid "Customer Mandate"
|
||||
msgstr "Mandato del cliente"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid "Default Sale Mandate Contact"
|
||||
msgstr "Mandado por defecto en ventas"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_shipping_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_shipping_id
|
||||
msgid "Delivery Address Mandate"
|
||||
msgstr "Mandato de la dirección de entrega"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_invoice_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_invoice_id
|
||||
msgid "Invoice Address Mandate"
|
||||
msgstr "Mandato de la dirección de facturación"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_sale_order
|
||||
msgid "Sales Order"
|
||||
msgstr "Pedido de venta"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
"El contacto de las ventas en el que Odoo buscará el mandato\n"
|
||||
"- Mandato del cliente: Odoo buscará el mandato en el cliente establecido, ya "
|
||||
"sea un individuo o la empresa\n"
|
||||
"- Mandato de la entidad comercial: Odoo buscará el mandato en la entidad "
|
||||
"comercial cliente\n"
|
||||
"- Mandato de la dirección de facturación: Odoo buscará el mandato en la "
|
||||
"dirección de facturación\n"
|
||||
"- Mandato de la dirección de entrega: Odoo buscará el mandato en la "
|
||||
"dirección de entrega\n"
|
||||
"- Falso: Odoo utilizará el primer mandato que encuentre para la compañía "
|
||||
"cliente. Odoo también utilizará esta opción si no se ha establecido un "
|
||||
"mandato por defecto en el contacto de las opciones anteriores"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\r"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\r"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\r"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\r"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\r"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
"El contacto de las ventas en el que Odoo buscará el mandato\n"
|
||||
"- Mandato del cliente: Odoo buscará el mandato en el cliente establecido, ya "
|
||||
"sea un individuo o la empresa\n"
|
||||
"- Mandato de la entidad comercial: Odoo buscará el mandato en la entidad "
|
||||
"comercial cliente\n"
|
||||
"- Mandato de la dirección de facturación: Odoo buscará el mandato en la "
|
||||
"dirección de facturación\n"
|
||||
"- Mandato de la dirección de entrega: Odoo buscará el mandato en la "
|
||||
"dirección de entrega\n"
|
||||
"- Falso: Odoo utilizará el primer mandato que encuentre para la compañía "
|
||||
"cliente. Odoo también utilizará esta opción si no se ha establecido un "
|
||||
"mandato por defecto en el contacto de las opciones anteriores"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "The partner of the sales in which odoo will search for the mandate"
|
||||
msgstr "El contacto de las ventas en el que Odoo buscará el mandato"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The partner of the sales in which odoo will search for the mandate\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
"El contacto de las ventas en el que Odoo buscará el mandato\n"
|
||||
"- Mandato del cliente: Odoo buscará el mandato en el cliente establecido, ya "
|
||||
"sea un individuo o la empresa\n"
|
||||
"- Mandato de la entidad comercial: Odoo buscará el mandato en la entidad "
|
||||
"comercial cliente\n"
|
||||
"- Mandato de la dirección de facturación: Odoo buscará el mandato en la "
|
||||
"dirección de facturación\n"
|
||||
"- Mandato de la dirección de entrega: Odoo buscará el mandato en la "
|
||||
"dirección de entrega\n"
|
||||
"- Falso: Odoo utilizará el primer mandato que encuentre para la compañía "
|
||||
"cliente. Odoo también utilizará esta opción si no se ha establecido un "
|
||||
"mandato por defecto en el contacto de las opciones anteriores"
|
||||
112
account_banking_mandate_sale_contact/i18n/it.po
Normal file
112
account_banking_mandate_sale_contact/i18n/it.po
Normal file
@@ -0,0 +1,112 @@
|
||||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * account_banking_mandate_sale_contact
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"Last-Translator: Automatically generated\n"
|
||||
"Language-Team: none\n"
|
||||
"Language: it\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
"Content-Transfer-Encoding: \n"
|
||||
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "<span class=\"o_form_label\">Default Mandates</span>"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__commercial_partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__commercial_partner_id
|
||||
msgid "Commercial Customer Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_company
|
||||
msgid "Companies"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_config_settings
|
||||
msgid "Config Settings"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_id
|
||||
msgid "Customer Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid "Default Sale Mandate Contact"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_shipping_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_shipping_id
|
||||
msgid "Delivery Address Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_invoice_id
|
||||
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_invoice_id
|
||||
msgid "Invoice Address Mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model,name:account_banking_mandate_sale_contact.model_sale_order
|
||||
msgid "Sales Order"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid ""
|
||||
"The contact of this company in which odoo will search for the mandate on sales\r"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\r"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\r"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\r"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\r"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
|
||||
msgid "The partner of the sales in which odoo will search for the mandate"
|
||||
msgstr ""
|
||||
|
||||
#. module: account_banking_mandate_sale_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
|
||||
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
|
||||
msgid ""
|
||||
"The partner of the sales in which odoo will search for the mandate\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
msgstr ""
|
||||
6
account_banking_mandate_sale_contact/models/__init__.py
Normal file
6
account_banking_mandate_sale_contact/models/__init__.py
Normal file
@@ -0,0 +1,6 @@
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import res_company
|
||||
from . import res_config_settings
|
||||
from . import res_partner
|
||||
from . import sale_order
|
||||
32
account_banking_mandate_sale_contact/models/res_company.py
Normal file
32
account_banking_mandate_sale_contact/models/res_company.py
Normal file
@@ -0,0 +1,32 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class ResCompany(models.Model):
|
||||
_inherit = "res.company"
|
||||
|
||||
sale_default_mandate_contact = fields.Selection(
|
||||
selection=[
|
||||
("partner_id", "Customer Mandate"),
|
||||
("commercial_partner_id", "Commercial Customer Mandate"),
|
||||
("partner_invoice_id", "Invoice Address Mandate"),
|
||||
("partner_shipping_id", "Delivery Address Mandate"),
|
||||
],
|
||||
string="Default Sale Mandate Contact",
|
||||
default="partner_id",
|
||||
help="The contact of this company in which odoo"
|
||||
" will search for the mandate on sales\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner,"
|
||||
" whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the"
|
||||
" sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the"
|
||||
" sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the"
|
||||
" sale delivery address\n"
|
||||
"- False: Odoo will use the first mandate he founds for the partner company."
|
||||
" Odoo will also use this option if no default mandate is found in the"
|
||||
" partner of the above options",
|
||||
)
|
||||
@@ -0,0 +1,14 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class ResConfigSettings(models.TransientModel):
|
||||
_inherit = "res.config.settings"
|
||||
|
||||
sale_default_mandate_contact = fields.Selection(
|
||||
string="Default Sale Mandate Contact",
|
||||
related="company_id.sale_default_mandate_contact",
|
||||
readonly=False,
|
||||
)
|
||||
34
account_banking_mandate_sale_contact/models/res_partner.py
Normal file
34
account_banking_mandate_sale_contact/models/res_partner.py
Normal file
@@ -0,0 +1,34 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# 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"
|
||||
|
||||
sale_default_mandate_contact = fields.Selection(
|
||||
selection=[
|
||||
("partner_id", "Customer Mandate"),
|
||||
("commercial_partner_id", "Commercial Customer Mandate"),
|
||||
("partner_invoice_id", "Invoice Address Mandate"),
|
||||
("partner_shipping_id", "Delivery Address Mandate"),
|
||||
],
|
||||
string="Default Sale Mandate Contact",
|
||||
help="The partner of the sales in which odoo will search for the mandate\n"
|
||||
"- Customer Mandate: Odoo will look the mandate in the sale partner,"
|
||||
" whether is an individual or the company\n"
|
||||
"- Commercial Customer Mandate: Odoo will look the mandate in the"
|
||||
" sale partner company\n"
|
||||
"- Invoice Address Mandate: Odoo will look the mandate in the"
|
||||
" sale invoice address\n"
|
||||
"- Delivery Address Mandate: Odoo will look the mandate in the"
|
||||
" sale delivery address\n"
|
||||
"- False: Odoo will use the company configuration option",
|
||||
)
|
||||
|
||||
@api.model
|
||||
def _commercial_fields(self):
|
||||
return super()._commercial_fields() + [
|
||||
"sale_default_mandate_contact",
|
||||
]
|
||||
40
account_banking_mandate_sale_contact/models/sale_order.py
Normal file
40
account_banking_mandate_sale_contact/models/sale_order.py
Normal file
@@ -0,0 +1,40 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import api, models
|
||||
|
||||
|
||||
class SaleOrder(models.Model):
|
||||
_inherit = "sale.order"
|
||||
|
||||
@api.depends(
|
||||
"partner_id", "partner_invoice_id", "partner_shipping_id", "payment_mode_id"
|
||||
)
|
||||
def _compute_mandate_id(self):
|
||||
procesed_orders = self.browse()
|
||||
for order in self:
|
||||
if (
|
||||
order.partner_invoice_id
|
||||
and order.payment_mode_id
|
||||
and order.payment_mode_id.payment_method_id.mandate_required
|
||||
):
|
||||
partner_mandate_config = (
|
||||
order.commercial_invoice_partner_id.sale_default_mandate_contact
|
||||
or order.company_id.sale_default_mandate_contact
|
||||
)
|
||||
if partner_mandate_config:
|
||||
mandate = False
|
||||
if partner_mandate_config == "partner_id":
|
||||
mandate = order.partner_id.contact_mandate_id
|
||||
if partner_mandate_config == "commercial_partner_id":
|
||||
mandate = (
|
||||
order.partner_id.commercial_partner_id.contact_mandate_id
|
||||
)
|
||||
elif partner_mandate_config == "partner_invoice_id":
|
||||
mandate = order.partner_invoice_id.contact_mandate_id
|
||||
elif partner_mandate_config == "partner_shipping_id":
|
||||
mandate = order.partner_shipping_id.contact_mandate_id
|
||||
if mandate:
|
||||
order.mandate_id = mandate
|
||||
procesed_orders |= order
|
||||
return super(SaleOrder, self - procesed_orders)._compute_mandate_id()
|
||||
3
account_banking_mandate_sale_contact/pyproject.toml
Normal file
3
account_banking_mandate_sale_contact/pyproject.toml
Normal file
@@ -0,0 +1,3 @@
|
||||
[build-system]
|
||||
requires = ["whool"]
|
||||
build-backend = "whool.buildapi"
|
||||
6
account_banking_mandate_sale_contact/readme/CONFIGURE.md
Normal file
6
account_banking_mandate_sale_contact/readme/CONFIGURE.md
Normal file
@@ -0,0 +1,6 @@
|
||||
To configure this module, you need to:
|
||||
|
||||
1. Go to Settings/Sales/Invoicing and select the Default Mandates option.
|
||||
This allows you to choose if you want the mandate of the sale partner,
|
||||
invoice address or delivery address.
|
||||
2. If you want to specifically change the default mandate for a customer, you can go to the "Sales & Purchase" tab of his contact form.
|
||||
@@ -0,0 +1,2 @@
|
||||
- [Sygel](https://www.sygel.es):
|
||||
- Alberto Martínez \<<alberto.martinez@sygel.es>\>
|
||||
@@ -0,0 +1,3 @@
|
||||
This module combines the functionality of account_banking_mandate_sale
|
||||
with account_banking_mandate_contact and to allows you to
|
||||
add a specific contact mandate to sale orders.
|
||||
8
account_banking_mandate_sale_contact/readme/USAGE.md
Normal file
8
account_banking_mandate_sale_contact/readme/USAGE.md
Normal file
@@ -0,0 +1,8 @@
|
||||
For selecting the mandate at contact level:
|
||||
|
||||
1. Go to *Invoicing > Customers > Customers*.
|
||||
2. Open or create one contact.
|
||||
3. On the "Sales & Purchase" page, fill *Contact Mandate*.
|
||||
|
||||
Then, when you select a payment mode that requires mandate on a sale order, Odoo will
|
||||
choose the mandate selected at contact level. That mandate will be copied from the sale order to the invoice.
|
||||
BIN
account_banking_mandate_sale_contact/static/description/icon.png
Normal file
BIN
account_banking_mandate_sale_contact/static/description/icon.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
File diff suppressed because one or more lines are too long
|
After Width: | Height: | Size: 45 KiB |
@@ -0,0 +1,456 @@
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
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<body>
|
||||
<div class="document" id="account-banking-mandate-sale-contact">
|
||||
<h1 class="title">Account Banking Mandate Sale Contact</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
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!! source digest: sha256:eeae9a271298d5ecc21cb8c66547a6c87ef73fd91c9d179dc795f4092038c9b4
|
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/bank-payment/tree/17.0/account_banking_mandate_sale_contact"><img alt="OCA/bank-payment" src="https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-payment-17-0/bank-payment-17-0-account_banking_mandate_sale_contact"><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/bank-payment&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 combines the functionality of account_banking_mandate_sale
|
||||
with account_banking_mandate_contact and to allows you to add a specific
|
||||
contact mandate to sale orders.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<p>To configure this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to Settings/Sales/Invoicing and select the Default Mandates
|
||||
option. This allows you to choose if you want the mandate of the sale
|
||||
partner, invoice address or delivery address.</li>
|
||||
<li>If you want to specifically change the default mandate for a
|
||||
customer, you can go to the “Sales & Purchase” tab of his contact
|
||||
form.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<p>For selecting the mandate at contact level:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Invoicing > Customers > Customers</em>.</li>
|
||||
<li>Open or create one contact.</li>
|
||||
<li>On the “Sales & Purchase” page, fill <em>Contact Mandate</em>.</li>
|
||||
</ol>
|
||||
<p>Then, when you select a payment mode that requires mandate on a sale
|
||||
order, Odoo will choose the mandate selected at contact level. That
|
||||
mandate will be copied from the sale order to the invoice.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-payment/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/bank-payment/issues/new?body=module:%20account_banking_mandate_sale_contact%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-4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Alberto Martínez</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
|
||||
<li>Alberto Martínez <<a class="reference external" href="mailto:alberto.martinez@sygel.es">alberto.martinez@sygel.es</a>></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">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/tisho99"><img alt="tisho99" src="https://github.com/tisho99.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/17.0/account_banking_mandate_sale_contact">OCA/bank-payment</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>
|
||||
3
account_banking_mandate_sale_contact/tests/__init__.py
Normal file
3
account_banking_mandate_sale_contact/tests/__init__.py
Normal file
@@ -0,0 +1,3 @@
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import test_account_banking_mandate_sale_contact
|
||||
@@ -0,0 +1,154 @@
|
||||
# Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from unittest.mock import patch
|
||||
|
||||
from odoo import fields
|
||||
from odoo.tests.common import Form, TransactionCase
|
||||
|
||||
from odoo.addons.account.models.account_payment_method import AccountPaymentMethod
|
||||
|
||||
|
||||
class TestAccountBankingMandateSaleContact(TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.partner_company = cls.env["res.partner"].create(
|
||||
{
|
||||
"name": "Test Partner Company",
|
||||
"company_type": "company",
|
||||
}
|
||||
)
|
||||
cls.partner_invoice = cls.env["res.partner"].create(
|
||||
{
|
||||
"name": "Test Partner Invoice Address",
|
||||
"company_type": "person",
|
||||
"type": "invoice",
|
||||
"parent_id": cls.partner_company.id,
|
||||
}
|
||||
)
|
||||
cls.partner_delivery = cls.env["res.partner"].create(
|
||||
{
|
||||
"name": "Test Partner Delivery Address",
|
||||
"company_type": "person",
|
||||
"type": "delivery",
|
||||
"parent_id": cls.partner_company.id,
|
||||
}
|
||||
)
|
||||
|
||||
cls.partner_bank = cls._create_res_partner_bank(
|
||||
cls.partner_company, "Test Bank"
|
||||
)
|
||||
cls.mandate_first = cls._create_mandate(cls.partner_bank, "Test Mandate")
|
||||
cls.mandate_company = cls._create_mandate(
|
||||
cls.partner_bank, "Test Company Mandate"
|
||||
)
|
||||
cls.mandate_invoice = cls._create_mandate(
|
||||
cls.partner_bank, "Test Invoice Mandate"
|
||||
)
|
||||
cls.mandate_delivery = cls._create_mandate(
|
||||
cls.partner_bank, "Test Delivery Mandate"
|
||||
)
|
||||
cls.payment_method = cls._create_payment_method(
|
||||
{
|
||||
"name": "Test Payment Method",
|
||||
"code": "test_payment_method",
|
||||
"payment_type": "inbound",
|
||||
"bank_account_required": True,
|
||||
"mandate_required": True,
|
||||
}
|
||||
)
|
||||
cls.journal_bank = cls.env["account.journal"].create(
|
||||
{"name": "Test Journal", "type": "bank", "code": "bank"}
|
||||
)
|
||||
payment_form = Form(cls.env["account.payment.mode"])
|
||||
payment_form.name = "Test Payment Mode"
|
||||
payment_form.payment_method_id = cls.payment_method
|
||||
payment_form.bank_account_link = "fixed"
|
||||
payment_form.fixed_journal_id = cls.journal_bank
|
||||
payment_form.payment_order_ok = True
|
||||
cls.payment_mode = payment_form.save()
|
||||
cls.partner_company.update(
|
||||
{
|
||||
"customer_payment_mode_id": cls.payment_mode.id,
|
||||
"contact_mandate_id": cls.mandate_company.id,
|
||||
}
|
||||
)
|
||||
cls.partner_invoice.contact_mandate_id = cls.mandate_invoice
|
||||
cls.partner_delivery.contact_mandate_id = cls.mandate_delivery
|
||||
|
||||
@classmethod
|
||||
def _create_res_partner_bank(cls, partner_id, acc_number):
|
||||
res_partner_bank_form = Form(cls.env["res.partner.bank"])
|
||||
res_partner_bank_form.partner_id = partner_id
|
||||
res_partner_bank_form.acc_number = acc_number
|
||||
return res_partner_bank_form.save()
|
||||
|
||||
@classmethod
|
||||
def _create_mandate(cls, partner_bank, scheme):
|
||||
mandate_form = Form(cls.env["account.banking.mandate"])
|
||||
mandate_form.partner_bank_id = partner_bank
|
||||
mandate_form.signature_date = fields.Date.from_string("2021-01-01")
|
||||
mandate = mandate_form.save()
|
||||
mandate.validate()
|
||||
return mandate
|
||||
|
||||
@classmethod
|
||||
def _create_payment_method(cls, payment_method_vals):
|
||||
method_get_payment_method_information = (
|
||||
AccountPaymentMethod._get_payment_method_information
|
||||
)
|
||||
|
||||
def _get_payment_method_information(cls):
|
||||
res = method_get_payment_method_information(cls)
|
||||
res[payment_method_vals["code"]] = {
|
||||
"mode": "multi",
|
||||
"domain": [("type", "=", "bank")],
|
||||
}
|
||||
return res
|
||||
|
||||
with patch.object(
|
||||
AccountPaymentMethod,
|
||||
"_get_payment_method_information",
|
||||
_get_payment_method_information,
|
||||
):
|
||||
return cls.env["account.payment.method"].create(payment_method_vals)
|
||||
|
||||
def test_sale_mandate(self):
|
||||
"""Tests the computed sale mandate with the default company configuration"""
|
||||
sale_form = Form(self.env["sale.order"].with_context())
|
||||
sale_form.partner_id = self.partner_company
|
||||
sale = sale_form.save()
|
||||
self.assertEqual(sale.mandate_id, self.mandate_company)
|
||||
|
||||
def test_sale_mandate_before(self):
|
||||
"""Tests the default sale mendate before this module, the first mandate found"""
|
||||
self.env.user.company_id.sale_default_mandate_contact = False
|
||||
sale_form = Form(self.env["sale.order"].with_context())
|
||||
sale_form.partner_id = self.partner_company
|
||||
sale = sale_form.save()
|
||||
self.assertEqual(sale.mandate_id, self.mandate_first)
|
||||
|
||||
def test_sale_mandate_invoice_address(self):
|
||||
"""Tests the computed sale mendate with a config based on invoice address"""
|
||||
self.partner_company.sale_default_mandate_contact = "partner_invoice_id"
|
||||
sale_form = Form(self.env["sale.order"].with_context())
|
||||
sale_form.partner_id = self.partner_company
|
||||
sale = sale_form.save()
|
||||
self.assertEqual(sale.mandate_id, self.mandate_invoice)
|
||||
|
||||
def test_sale_mandate_delivery_address(self):
|
||||
"""Tests the computed sale mendate with a config based on delivery address"""
|
||||
self.partner_company.sale_default_mandate_contact = "partner_shipping_id"
|
||||
sale_form = Form(self.env["sale.order"].with_context())
|
||||
sale_form.partner_id = self.partner_company
|
||||
sale = sale_form.save()
|
||||
self.assertEqual(sale.mandate_id, self.mandate_delivery)
|
||||
|
||||
def test_sale_mandate_commercial_partner(self):
|
||||
"""Tests the computed sale mendate with a config based on delivery address"""
|
||||
self.partner_company.sale_default_mandate_contact = "commercial_partner_id"
|
||||
sale_form = Form(self.env["sale.order"].with_context())
|
||||
sale_form.partner_id = self.partner_invoice
|
||||
sale = sale_form.save()
|
||||
self.assertEqual(sale.mandate_id, self.mandate_company)
|
||||
@@ -0,0 +1,27 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
|
||||
<odoo>
|
||||
<record
|
||||
id="res_config_settings_view_form_inherit_sale_default_mandates"
|
||||
model="ir.ui.view"
|
||||
>
|
||||
<field name="name">settings.view.form.inherit.sale.default.mandates</field>
|
||||
<field name="model">res.config.settings</field>
|
||||
<field name="inherit_id" ref="sale.res_config_settings_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath
|
||||
expr="//block[@name='invoicing_setting_container']"
|
||||
position="inside"
|
||||
>
|
||||
<setting
|
||||
id="sale_default_mandates"
|
||||
help="The partner of the sales in which odoo will search for the mandate"
|
||||
title="The contact of this company in which odoo will search for the mandate on sales. 
-Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company. 
-Commercial Customer Mandate: Odoo will look the mandate in the sale partner company. 
-Invoice Address Mandate: Odoo will look the mandate in the sale invoice address. 
-Delivery Address Mandate: Odoo will look the mandate in the sale delivery address. 
-False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
|
||||
>
|
||||
<field name="sale_default_mandate_contact" />
|
||||
</setting>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
21
account_banking_mandate_sale_contact/views/res_partner.xml
Normal file
21
account_banking_mandate_sale_contact/views/res_partner.xml
Normal file
@@ -0,0 +1,21 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<!-- Copyright 2024 Alberto Martínez <alberto.martinez@sygel.es>
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
|
||||
<record id="view_partner_property_form" model="ir.ui.view">
|
||||
<field name="model">res.partner</field>
|
||||
<field
|
||||
name="inherit_id"
|
||||
ref="account_payment_partner.view_partner_property_form"
|
||||
/>
|
||||
<field name="arch" type="xml">
|
||||
<field name="contact_mandate_id" position="after">
|
||||
<field
|
||||
name="sale_default_mandate_contact"
|
||||
invisible="company_type == 'person'"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user