diff --git a/account_banking_mandate_sale_contact/README.rst b/account_banking_mandate_sale_contact/README.rst new file mode 100644 index 000000000..0a66b1f0e --- /dev/null +++ b/account_banking_mandate_sale_contact/README.rst @@ -0,0 +1,104 @@ +==================================== +Account Banking Mandate Sale Contact +==================================== + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:7cfbc94c4688e616b2efe836942f2a7d58ae4b7c7fecd870882b8d4b2942a810 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/16.0/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-16-0/bank-payment-16-0-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=16.0 + :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 to allows you to add a specific +contact mandate to sale orders. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure this module, you need to: + +#. 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. + +#. If you want to specifically change the default mandate for a +customer, you can go to the "Sales & Purchase" tab of his contact form. + +Usage +===== + +For selecting the mandate at contact level: + +#. Go to *Invoicing > Customers > Customers*. #. Open or create one +contact. #. 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. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* Alberto Martínez + +Contributors +------------ + +- ``Sygel ``\ \_: + + - Alberto Martínez + +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. + +This module is part of the `OCA/bank-payment `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_banking_mandate_sale_contact/__init__.py b/account_banking_mandate_sale_contact/__init__.py new file mode 100644 index 000000000..31660d6a9 --- /dev/null +++ b/account_banking_mandate_sale_contact/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from . import models diff --git a/account_banking_mandate_sale_contact/__manifest__.py b/account_banking_mandate_sale_contact/__manifest__.py new file mode 100644 index 000000000..3ea2f6ac0 --- /dev/null +++ b/account_banking_mandate_sale_contact/__manifest__.py @@ -0,0 +1,15 @@ +# Copyright 2024 Alberto Martínez +# 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": "16.0.1.0.0", + "category": "Banking addons", + "website": "https://github.com/OCA/bank-payment", + "author": "Alberto Martínez, Odoo Community Association (OCA)", + "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"], +} diff --git a/account_banking_mandate_sale_contact/i18n/account_banking_mandate_sale_contact.pot b/account_banking_mandate_sale_contact/i18n/account_banking_mandate_sale_contact.pot new file mode 100644 index 000000000..6c950f80d --- /dev/null +++ b/account_banking_mandate_sale_contact/i18n/account_banking_mandate_sale_contact.pot @@ -0,0 +1,100 @@ +# 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.settings_view_form_sale_warning +msgid "Default Mandates" +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.settings_view_form_sale_warning +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 "" diff --git a/account_banking_mandate_sale_contact/models/__init__.py b/account_banking_mandate_sale_contact/models/__init__.py new file mode 100644 index 000000000..d9c0dc324 --- /dev/null +++ b/account_banking_mandate_sale_contact/models/__init__.py @@ -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 diff --git a/account_banking_mandate_sale_contact/models/res_company.py b/account_banking_mandate_sale_contact/models/res_company.py new file mode 100644 index 000000000..261512d37 --- /dev/null +++ b/account_banking_mandate_sale_contact/models/res_company.py @@ -0,0 +1,31 @@ +# Copyright 2024 Alberto Martínez +# 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", + ) diff --git a/account_banking_mandate_sale_contact/models/res_config_settings.py b/account_banking_mandate_sale_contact/models/res_config_settings.py new file mode 100644 index 000000000..a900fea6f --- /dev/null +++ b/account_banking_mandate_sale_contact/models/res_config_settings.py @@ -0,0 +1,14 @@ +# Copyright 2024 Alberto Martínez +# 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, + ) diff --git a/account_banking_mandate_sale_contact/models/res_partner.py b/account_banking_mandate_sale_contact/models/res_partner.py new file mode 100644 index 000000000..6e00d76ea --- /dev/null +++ b/account_banking_mandate_sale_contact/models/res_partner.py @@ -0,0 +1,36 @@ +# Copyright 2024 Alberto Martínez +# 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 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", + ) + + @api.model + def _commercial_fields(self): + return super()._commercial_fields() + [ + "sale_default_mandate_contact", + ] diff --git a/account_banking_mandate_sale_contact/models/sale_order.py b/account_banking_mandate_sale_contact/models/sale_order.py new file mode 100644 index 000000000..d0a5980ed --- /dev/null +++ b/account_banking_mandate_sale_contact/models/sale_order.py @@ -0,0 +1,40 @@ +# Copyright 2024 Alberto Martínez +# 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() diff --git a/account_banking_mandate_sale_contact/readme/CONFIGURE.md b/account_banking_mandate_sale_contact/readme/CONFIGURE.md new file mode 100644 index 000000000..e0bc5adb3 --- /dev/null +++ b/account_banking_mandate_sale_contact/readme/CONFIGURE.md @@ -0,0 +1,7 @@ +To configure this module, you need to: + +#. 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. + +#. If you want to specifically change the default mandate for a customer, you can go to the "Sales & Purchase" tab of his contact form. diff --git a/account_banking_mandate_sale_contact/readme/CONTRIBUTORS.md b/account_banking_mandate_sale_contact/readme/CONTRIBUTORS.md new file mode 100644 index 000000000..736ea050a --- /dev/null +++ b/account_banking_mandate_sale_contact/readme/CONTRIBUTORS.md @@ -0,0 +1,3 @@ +* `Sygel `_: + + * Alberto Martínez \ No newline at end of file diff --git a/account_banking_mandate_sale_contact/readme/DESCRIPTION.md b/account_banking_mandate_sale_contact/readme/DESCRIPTION.md new file mode 100644 index 000000000..ff1a091d2 --- /dev/null +++ b/account_banking_mandate_sale_contact/readme/DESCRIPTION.md @@ -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. diff --git a/account_banking_mandate_sale_contact/readme/USAGE.md b/account_banking_mandate_sale_contact/readme/USAGE.md new file mode 100644 index 000000000..03880ef79 --- /dev/null +++ b/account_banking_mandate_sale_contact/readme/USAGE.md @@ -0,0 +1,8 @@ +For selecting the mandate at contact level: + +#. Go to *Invoicing > Customers > Customers*. +#. Open or create one contact. +#. 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. diff --git a/account_banking_mandate_sale_contact/static/description/icon.png b/account_banking_mandate_sale_contact/static/description/icon.png new file mode 100644 index 000000000..207fb7ad5 Binary files /dev/null and b/account_banking_mandate_sale_contact/static/description/icon.png differ diff --git a/account_banking_mandate_sale_contact/static/description/index.html b/account_banking_mandate_sale_contact/static/description/index.html new file mode 100644 index 000000000..e76257473 --- /dev/null +++ b/account_banking_mandate_sale_contact/static/description/index.html @@ -0,0 +1,446 @@ + + + + + + +Account Banking Mandate Sale Contact + + + +
+

Account Banking Mandate Sale Contact

+ + +

Beta License: AGPL-3 OCA/bank-payment Translate me on Weblate Try me on Runboat

+

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.

+

Table of contents

+ +
+

Configuration

+

To configure this module, you need to:

+

#. 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.

+

#. If you want to specifically change the default mandate for a +customer, you can go to the “Sales & Purchase” tab of his contact form.

+
+
+

Usage

+

For selecting the mandate at contact level:

+

#. Go to Invoicing > Customers > Customers. #. Open or create one +contact. #. 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.

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Alberto Martínez
    • +
+
+
+

Contributors

+
    +
  • Sygel <https://www.sygel.es>_:
      +
    • Alberto Martínez
      • +
    +
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

This module is part of the OCA/bank-payment project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/account_banking_mandate_sale_contact/tests/__init__.py b/account_banking_mandate_sale_contact/tests/__init__.py new file mode 100644 index 000000000..bde316600 --- /dev/null +++ b/account_banking_mandate_sale_contact/tests/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from . import test_account_banking_mandate_sale_contact diff --git a/account_banking_mandate_sale_contact/tests/test_account_banking_mandate_sale_contact.py b/account_banking_mandate_sale_contact/tests/test_account_banking_mandate_sale_contact.py new file mode 100644 index 000000000..048db6ea5 --- /dev/null +++ b/account_banking_mandate_sale_contact/tests/test_account_banking_mandate_sale_contact.py @@ -0,0 +1,154 @@ +# Copyright 2024 Alberto Martínez +# 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) diff --git a/account_banking_mandate_sale_contact/views/res_config_settings.xml b/account_banking_mandate_sale_contact/views/res_config_settings.xml new file mode 100644 index 000000000..bf41713ce --- /dev/null +++ b/account_banking_mandate_sale_contact/views/res_config_settings.xml @@ -0,0 +1,26 @@ + + + + + settings.view.form.sale.warning + res.config.settings + + + +
+
+
+ Default Mandates +
+ The partner of the sales in which odoo will search for the mandate +
+
+ +
+
+
+ + + + diff --git a/account_banking_mandate_sale_contact/views/res_partner.xml b/account_banking_mandate_sale_contact/views/res_partner.xml new file mode 100644 index 000000000..bc4577942 --- /dev/null +++ b/account_banking_mandate_sale_contact/views/res_partner.xml @@ -0,0 +1,21 @@ + + + + + res.partner + + + + + + + + +