diff --git a/account_banking_mandate/models/account_payment_method.py b/account_banking_mandate/models/account_payment_method.py index de57f69ae..426195ea5 100644 --- a/account_banking_mandate/models/account_payment_method.py +++ b/account_banking_mandate/models/account_payment_method.py @@ -1,7 +1,7 @@ # Copyright 2016-2020 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). -from odoo import fields, models +from odoo import api, fields, models class AccountPaymentMethod(models.Model): @@ -11,3 +11,12 @@ class AccountPaymentMethod(models.Model): help="Activate this option if this payment method requires your " "customer to sign a direct debit mandate with your company.", ) + + @api.model + def _get_payment_method_information(self): + res = super()._get_payment_method_information() + res["sepa_direct_debit"] = { + "mode": "multi", + "domain": [("type", "=", "bank")], + } + return res diff --git a/account_banking_mandate_contact/README.rst b/account_banking_mandate_contact/README.rst new file mode 100644 index 000000000..d48b22a12 --- /dev/null +++ b/account_banking_mandate_contact/README.rst @@ -0,0 +1,105 @@ +=============================== +Account Banking Mandate Contact +=============================== + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:e64a6ce44499395afe175300e7c9551d1ea8bdd1263b8fc251600675ee2e07c9 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png + :target: https://odoo-community.org/page/development-status + :alt: Production/Stable +.. |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_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_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 allows to select a specific banking mandate (and thus, a +specific bank account) at contact level, so that when doing a debit +order, such mandate is used for the invoices issued to that contact. + +**Table of contents** + +.. contents:: + :local: + +Usage +===== + +For selecting the mandate at contact level: + +1. Go to *Invoicing > Customers > Customers*. +2. Open or create one contact that has a parent. +3. On the "..." page, fill *Contact Mandate*. +4. That mandate will be populated in the debit order. + +Then the normal flow will be: + +1. Go to Invoicing > Customers > Customer invoices. +2. Create a new invoice for that contact. +3. Post the invoice. +4. Add it to a payment order, by any of the options that you can check + on the *account_payment_order* module. +5. The populated mandate will be the one on the contact. + +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 +------- + +* Tecnativa + +Contributors +------------ + +- `Tecnativa `__: + + - Carlos Dauden + - Ernesto Tejeda + - Pedro M. Baeza + +- `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_contact/__init__.py b/account_banking_mandate_contact/__init__.py new file mode 100644 index 000000000..3275ac2ad --- /dev/null +++ b/account_banking_mandate_contact/__init__.py @@ -0,0 +1,2 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from . import models diff --git a/account_banking_mandate_contact/__manifest__.py b/account_banking_mandate_contact/__manifest__.py new file mode 100644 index 000000000..8a57f0785 --- /dev/null +++ b/account_banking_mandate_contact/__manifest__.py @@ -0,0 +1,18 @@ +# Copyright 2019 Tecnativa - Carlos Dauden +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +{ + "name": "Account Banking Mandate Contact", + "summary": "Assign specific banking mandates in contact level", + "version": "17.0.1.0.1", + "development_status": "Production/Stable", + "category": "Banking addons", + "website": "https://github.com/OCA/bank-payment", + "author": "Tecnativa, Odoo Community Association (OCA)", + "license": "AGPL-3", + "application": False, + "installable": True, + "depends": ["account_banking_mandate", "sale"], + "data": [ + "views/res_partner.xml", + ], +} diff --git a/account_banking_mandate_contact/i18n/account_banking_mandate_contact.pot b/account_banking_mandate_contact/i18n/account_banking_mandate_contact.pot new file mode 100644 index 000000000..856a796d5 --- /dev/null +++ b/account_banking_mandate_contact/i18n/account_banking_mandate_contact.pot @@ -0,0 +1,30 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_banking_mandate_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_contact +#: model:ir.model,name:account_banking_mandate_contact.model_res_partner +msgid "Contact" +msgstr "" + +#. module: account_banking_mandate_contact +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_partner__contact_mandate_id +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_users__contact_mandate_id +msgid "Contact Mandate" +msgstr "" + +#. module: account_banking_mandate_contact +#: model:ir.model,name:account_banking_mandate_contact.model_account_move_line +msgid "Journal Item" +msgstr "" diff --git a/account_banking_mandate_contact/i18n/es.po b/account_banking_mandate_contact/i18n/es.po new file mode 100644 index 000000000..393756256 --- /dev/null +++ b/account_banking_mandate_contact/i18n/es.po @@ -0,0 +1,34 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_banking_mandate_contact +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 11.0\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2020-02-21 12:57+0100\n" +"PO-Revision-Date: 2020-02-21 12:58+0100\n" +"Last-Translator: Carlos Dauden \n" +"Language-Team: \n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: 8bit\n" +"Plural-Forms: nplurals=2; plural=(n != 1);\n" +"X-Generator: Poedit 1.8.7.1\n" + +#. module: account_banking_mandate_contact +#: model:ir.model,name:account_banking_mandate_contact.model_res_partner +msgid "Contact" +msgstr "Contacto" + +#. module: account_banking_mandate_contact +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_partner__contact_mandate_id +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_users__contact_mandate_id +msgid "Contact Mandate" +msgstr "Mandato del contacto" + +#. module: account_banking_mandate_contact +#: model:ir.model,name:account_banking_mandate_contact.model_account_move_line +msgid "Journal Item" +msgstr "Apunte contable" diff --git a/account_banking_mandate_contact/i18n/it.po b/account_banking_mandate_contact/i18n/it.po new file mode 100644 index 000000000..41464edac --- /dev/null +++ b/account_banking_mandate_contact/i18n/it.po @@ -0,0 +1,33 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_banking_mandate_contact +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 16.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-05-03 14:37+0000\n" +"Last-Translator: mymage \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" +"X-Generator: Weblate 4.17\n" + +#. module: account_banking_mandate_contact +#: model:ir.model,name:account_banking_mandate_contact.model_res_partner +msgid "Contact" +msgstr "Contatto" + +#. module: account_banking_mandate_contact +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_partner__contact_mandate_id +#: model:ir.model.fields,field_description:account_banking_mandate_contact.field_res_users__contact_mandate_id +msgid "Contact Mandate" +msgstr "Mandato contatto" + +#. module: account_banking_mandate_contact +#: model:ir.model,name:account_banking_mandate_contact.model_account_move_line +msgid "Journal Item" +msgstr "Movimento contabile" diff --git a/account_banking_mandate_contact/models/__init__.py b/account_banking_mandate_contact/models/__init__.py new file mode 100644 index 000000000..a9f523dd9 --- /dev/null +++ b/account_banking_mandate_contact/models/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +from . import account_move_line +from . import res_partner diff --git a/account_banking_mandate_contact/models/account_move_line.py b/account_banking_mandate_contact/models/account_move_line.py new file mode 100644 index 000000000..d726b7e0a --- /dev/null +++ b/account_banking_mandate_contact/models/account_move_line.py @@ -0,0 +1,27 @@ +# Copyright 2019 Tecnativa - Carlos Dauden +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + + +from odoo import models + + +class AccountMoveLine(models.Model): + _inherit = "account.move.line" + + # Extended to use partner_shipping_id mandate if it have set + def _prepare_payment_line_vals(self, payment_order): + vals = super()._prepare_payment_line_vals(payment_order) + if payment_order.payment_type != "inbound" or self.move_id.mandate_id: + return vals + mandate = ( + self.move_id.partner_shipping_id.valid_mandate_id + or self.move_id.partner_id.valid_mandate_id + ) + if mandate: + vals.update( + { + "mandate_id": mandate.id, + "partner_bank_id": mandate.partner_bank_id.id, + } + ) + return vals diff --git a/account_banking_mandate_contact/models/res_partner.py b/account_banking_mandate_contact/models/res_partner.py new file mode 100644 index 000000000..cc6cfd96c --- /dev/null +++ b/account_banking_mandate_contact/models/res_partner.py @@ -0,0 +1,21 @@ +# Copyright 2019 Tecnativa - Carlos Dauden +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +from odoo import fields, models + + +class ResPartner(models.Model): + _inherit = "res.partner" + + contact_mandate_id = fields.Many2one( + comodel_name="account.banking.mandate", + string="Contact Mandate", + ) + + def _compute_valid_mandate_id(self): + partners_to_process = self.filtered( + lambda x: x.contact_mandate_id.state == "valid" + ) + for partner in partners_to_process: + partner.valid_mandate_id = partner.contact_mandate_id + return super(ResPartner, self - partners_to_process)._compute_valid_mandate_id() diff --git a/account_banking_mandate_contact/pyproject.toml b/account_banking_mandate_contact/pyproject.toml new file mode 100644 index 000000000..4231d0ccc --- /dev/null +++ b/account_banking_mandate_contact/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/account_banking_mandate_contact/readme/CONTRIBUTORS.md b/account_banking_mandate_contact/readme/CONTRIBUTORS.md new file mode 100644 index 000000000..235aed0af --- /dev/null +++ b/account_banking_mandate_contact/readme/CONTRIBUTORS.md @@ -0,0 +1,6 @@ +- [Tecnativa](https://www.tecnativa.com): + - Carlos Dauden + - Ernesto Tejeda + - Pedro M. Baeza +- [Sygel](https://www.sygel.es): + - Alberto Martínez diff --git a/account_banking_mandate_contact/readme/DESCRIPTION.md b/account_banking_mandate_contact/readme/DESCRIPTION.md new file mode 100644 index 000000000..1d4639015 --- /dev/null +++ b/account_banking_mandate_contact/readme/DESCRIPTION.md @@ -0,0 +1,3 @@ +This module allows to select a specific banking mandate (and thus, a +specific bank account) at contact level, so that when doing a debit +order, such mandate is used for the invoices issued to that contact. diff --git a/account_banking_mandate_contact/readme/USAGE.md b/account_banking_mandate_contact/readme/USAGE.md new file mode 100644 index 000000000..c4dcf26a8 --- /dev/null +++ b/account_banking_mandate_contact/readme/USAGE.md @@ -0,0 +1,15 @@ +For selecting the mandate at contact level: + +1. Go to *Invoicing \> Customers \> Customers*. +2. Open or create one contact that has a parent. +3. On the "..." page, fill *Contact Mandate*. +4. That mandate will be populated in the debit order. + +Then the normal flow will be: + +1. Go to Invoicing \> Customers \> Customer invoices. +2. Create a new invoice for that contact. +3. Post the invoice. +4. Add it to a payment order, by any of the options that you can check + on the *account_payment_order* module. +5. The populated mandate will be the one on the contact. diff --git a/account_banking_mandate_contact/static/description/icon.png b/account_banking_mandate_contact/static/description/icon.png new file mode 100644 index 000000000..3a0328b51 Binary files /dev/null and b/account_banking_mandate_contact/static/description/icon.png differ diff --git a/account_banking_mandate_contact/static/description/index.html b/account_banking_mandate_contact/static/description/index.html new file mode 100644 index 000000000..764e1bf7d --- /dev/null +++ b/account_banking_mandate_contact/static/description/index.html @@ -0,0 +1,454 @@ + + + + + +Account Banking Mandate Contact + + + +
+

Account Banking Mandate Contact

+ + +

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

+

This module allows to select a specific banking mandate (and thus, a +specific bank account) at contact level, so that when doing a debit +order, such mandate is used for the invoices issued to that contact.

+

Table of contents

+ +
+

Usage

+

For selecting the mandate at contact level:

+
    +
  1. Go to Invoicing > Customers > Customers.
    2. +
  2. Open or create one contact that has a parent.
    3. +
  3. On the “…” page, fill Contact Mandate.
    4. +
  4. That mandate will be populated in the debit order.
    5. +
+

Then the normal flow will be:

+
    +
  1. Go to Invoicing > Customers > Customer invoices.
    2. +
  2. Create a new invoice for that contact.
    3. +
  3. Post the invoice.
    4. +
  4. Add it to a payment order, by any of the options that you can check +on the account_payment_order module.
    5. +
  5. The populated mandate will be the one on the contact.
    6. +
+
+
+

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

+
    +
  • Tecnativa
    • +
+
+
+

Contributors

+
    +
  • Tecnativa:
      +
    • Carlos Dauden
      • +
    • Ernesto Tejeda
      • +
    • Pedro M. Baeza
      • +
    +
    • +
  • Sygel:
      +
    • 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_contact/tests/__init__.py b/account_banking_mandate_contact/tests/__init__.py new file mode 100644 index 000000000..46e0b61ff --- /dev/null +++ b/account_banking_mandate_contact/tests/__init__.py @@ -0,0 +1,4 @@ +# Copyright 2021 Tecnativa - Víctor Martínez +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl + +from . import test_account_payment_order diff --git a/account_banking_mandate_contact/tests/test_account_payment_order.py b/account_banking_mandate_contact/tests/test_account_payment_order.py new file mode 100644 index 000000000..22768bc65 --- /dev/null +++ b/account_banking_mandate_contact/tests/test_account_payment_order.py @@ -0,0 +1,135 @@ +# Copyright 2021 Tecnativa - Víctor Martínez +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl + +from odoo import fields +from odoo.tests.common import Form, TransactionCase + + +class TestAccountPaymentOrder(TransactionCase): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.env = cls.env( + context=dict( + cls.env.context, + mail_create_nolog=True, + mail_create_nosubscribe=True, + mail_notrack=True, + no_reset_password=True, + tracking_disable=True, + ) + ) + cls.partner = cls.env["res.partner"].create({"name": "Test Partner"}) + cls.product = cls.env["product.product"].create({"name": "Test product"}) + cls.partner_bank_core = cls._create_res_partner_bank("N-CORE") + cls.mandate_core = cls._create_mandate(cls.partner_bank_core, "CORE") + cls.partner_bank_b2b = cls._create_res_partner_bank("N-B2B") + cls.mandate_b2b = cls._create_mandate(cls.partner_bank_b2b, "B2B") + payment_method_vals = { + "name": "SEPA", + "code": "sepa_direct_debit", + "payment_type": "inbound", + "bank_account_required": True, + } + cls.method_sepa = cls.env["account.payment.method"].create(payment_method_vals) + cls.journal_bank = cls.env["account.journal"].create( + { + "name": "BANK", + "type": "bank", + "code": "bank", + } + ) + payment_form = Form(cls.env["account.payment.mode"]) + payment_form.name = "SEPA (CORE)" + payment_form.payment_method_id = cls.method_sepa + payment_form.bank_account_link = "fixed" + payment_form.fixed_journal_id = cls.journal_bank + payment_form.payment_order_ok = True + cls.payment_core = payment_form.save() + cls.payment_b2b = cls.payment_core.copy({"name": "SEPA B2B"}) + cls.partner.customer_payment_mode_id = cls.payment_core.id + cls.env["account.journal"].create( + {"name": "SALE", "type": "sale", "code": "sale"} + ) + cls.invoice = cls._create_invoice() + payment_order_form = Form( + cls.env["account.payment.order"].with_context( + default_payment_type="inbound" + ) + ) + payment_order_form.payment_mode_id = cls.payment_core + cls.payment_order = payment_order_form.save() + + @classmethod + def _create_res_partner_bank(cls, acc_number): + res_partner_bank_form = Form(cls.env["res.partner.bank"]) + res_partner_bank_form.partner_id = cls.partner + 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_invoice(cls): + invoice_form = Form( + cls.env["account.move"].with_context(default_move_type="out_invoice") + ) + invoice_form.partner_id = cls.partner + invoice_form.invoice_date = fields.Date.from_string("2021-01-01") + with invoice_form.invoice_line_ids.new() as line_form: + line_form.product_id = cls.product + line_form.quantity = 1 + line_form.price_unit = 30 + line_form.tax_ids.clear() + invoice = invoice_form.save() + invoice.action_post() + + return invoice + + def test_invoice_payment_mode(self): + self.assertEqual(self.invoice.state, "posted") + self.assertEqual(self.invoice.payment_mode_id, self.payment_core) + self.assertEqual(self.invoice.invoice_date_due, fields.Date.today()) + + def test_account_payment_order_core(self): + line_create_form = Form( + self.env["account.payment.line.create"].with_context( + active_model="account.payment.order", active_id=self.payment_order.id + ) + ) + line_create_form.date_type = "due" + line_create_form.due_date = fields.Date.today() + line_create = line_create_form.save() + line_create.populate() + line_create.create_payment_lines() + self.assertAlmostEqual(len(self.payment_order.payment_line_ids), 1) + payment_line = self.payment_order.payment_line_ids.filtered( + lambda x: x.partner_id == self.partner + ) + self.assertEqual(payment_line.partner_bank_id, self.partner_bank_core) + + def test_account_payment_order_core_extra(self): + self.partner.contact_mandate_id = self.mandate_b2b + line_create_form = Form( + self.env["account.payment.line.create"].with_context( + active_model="account.payment.order", active_id=self.payment_order.id + ) + ) + line_create_form.date_type = "due" + line_create_form.due_date = fields.Date.today() + line_create = line_create_form.save() + line_create.populate() + line_create.create_payment_lines() + self.assertAlmostEqual(len(self.payment_order.payment_line_ids), 1) + payment_line = self.payment_order.payment_line_ids.filtered( + lambda x: x.partner_id == self.partner + ) + self.assertEqual(payment_line.mandate_id, self.mandate_b2b) + self.assertEqual(payment_line.partner_bank_id, self.partner_bank_b2b) diff --git a/account_banking_mandate_contact/views/res_partner.xml b/account_banking_mandate_contact/views/res_partner.xml new file mode 100644 index 000000000..abda1a955 --- /dev/null +++ b/account_banking_mandate_contact/views/res_partner.xml @@ -0,0 +1,21 @@ + + + + + res.partner + + + + + + + + +