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https://github.com/OCA/bank-payment.git
synced 2025-02-02 10:37:31 +02:00
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104
account_banking_mandate_sale_contact/README.rst
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104
account_banking_mandate_sale_contact/README.rst
Normal file
@@ -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 <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:%2016.0%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
|
||||
|
||||
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 <https://github.com/OCA/bank-payment/tree/16.0/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
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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
|
||||
15
account_banking_mandate_sale_contact/__manifest__.py
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15
account_banking_mandate_sale_contact/__manifest__.py
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@@ -0,0 +1,15 @@
|
||||
# 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": "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"],
|
||||
}
|
||||
6
account_banking_mandate_sale_contact/models/__init__.py
Normal file
6
account_banking_mandate_sale_contact/models/__init__.py
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@@ -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
|
||||
31
account_banking_mandate_sale_contact/models/res_company.py
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31
account_banking_mandate_sale_contact/models/res_company.py
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@@ -0,0 +1,31 @@
|
||||
# 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,
|
||||
)
|
||||
36
account_banking_mandate_sale_contact/models/res_partner.py
Normal file
36
account_banking_mandate_sale_contact/models/res_partner.py
Normal file
@@ -0,0 +1,36 @@
|
||||
# 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 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",
|
||||
]
|
||||
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()
|
||||
7
account_banking_mandate_sale_contact/readme/CONFIGURE.md
Normal file
7
account_banking_mandate_sale_contact/readme/CONFIGURE.md
Normal file
@@ -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.
|
||||
@@ -0,0 +1,3 @@
|
||||
* `Sygel <https://www.sygel.es>`_:
|
||||
|
||||
* Alberto Martínez
|
||||
@@ -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:
|
||||
|
||||
#. 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.
|
||||
BIN
account_banking_mandate_sale_contact/static/description/icon.png
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BIN
account_banking_mandate_sale_contact/static/description/icon.png
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Binary file not shown.
|
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@@ -0,0 +1,446 @@
|
||||
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|
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<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>Account Banking Mandate Sale Contact</title>
|
||||
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|
||||
|
||||
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|
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|
||||
</head>
|
||||
<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. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:7cfbc94c4688e616b2efe836942f2a7d58ae4b7c7fecd870882b8d4b2942a810
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/16.0/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-16-0/bank-payment-16-0-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=16.0"><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>
|
||||
<p>#. 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.</p>
|
||||
<p>#. If you want to specifically change the default mandate for a
|
||||
customer, you can go to the “Sales & Purchase” tab of his contact form.</p>
|
||||
</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>
|
||||
<p>#. Go to <em>Invoicing > Customers > Customers</em>. #. Open or create one
|
||||
contact. #. On the “Sales & Purchase” page, fill <em>Contact Mandate</em>.</p>
|
||||
<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:%2016.0%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><tt class="docutils literal">Sygel <span class="pre"><https://www.sygel.es></span></tt>_:<ul>
|
||||
<li>Alberto Martínez</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>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/16.0/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 +1,26 @@
|
||||
<?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="settings_view_form_sale_warning" model="ir.ui.view">
|
||||
<field name="name">settings.view.form.sale.warning</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="//div[@name='invoicing_setting_container']" position="inside">
|
||||
<div class="col-12 col-lg-6 o_setting_box" id="down_payments">
|
||||
<div class="o_setting_left_pane" />
|
||||
<div class="o_setting_right_pane">
|
||||
<span class="o_form_label">Default Mandates</span>
|
||||
<div class="text-muted">
|
||||
The partner of the sales in which odoo will search for the mandate
|
||||
</div>
|
||||
<div class="text-muted">
|
||||
<field name="sale_default_mandate_contact" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</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"
|
||||
attrs="{'invisible': [('company_type', '=', 'person')]}"
|
||||
/>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
@@ -0,0 +1 @@
|
||||
../../../../account_banking_mandate_sale_contact
|
||||
6
setup/account_banking_mandate_sale_contact/setup.py
Normal file
6
setup/account_banking_mandate_sale_contact/setup.py
Normal file
@@ -0,0 +1,6 @@
|
||||
import setuptools
|
||||
|
||||
setuptools.setup(
|
||||
setup_requires=['setuptools-odoo'],
|
||||
odoo_addon=True,
|
||||
)
|
||||
Reference in New Issue
Block a user