From aceced1665d02ec0a1a2675fe18d9836bb2f87ab Mon Sep 17 00:00:00 2001 From: Sergio Teruel Date: Fri, 9 Nov 2018 12:28:29 +0100 Subject: [PATCH] [MIG] account_banking_sepa_direct_debit: Migration to 12.0 --- account_banking_sepa_direct_debit/README.rst | 69 ++- account_banking_sepa_direct_debit/__init__.py | 1 - .../__manifest__.py | 3 +- .../models/__init__.py | 1 - .../models/account_banking_mandate.py | 2 - .../models/account_payment_method.py | 1 - .../models/account_payment_mode.py | 1 - .../models/account_payment_order.py | 1 - .../models/bank_payment_line.py | 1 - .../models/common.py | 1 - .../models/res_company.py | 1 - .../models/res_config.py | 1 - .../post_install.py | 1 - .../readme/CONFIGURE.rst | 26 + .../readme/CONTRIBUTORS.rst | 8 + .../readme/DESCRIPTION.rst | 14 + .../readme/INSTALL.rst | 6 + .../readme/USAGE.rst | 3 + .../static/description/index.html | 485 ++++++++++++++++++ .../tests/__init__.py | 1 - .../tests/test_mandate.py | 1 - .../tests/test_sdd.py | 1 - 22 files changed, 590 insertions(+), 39 deletions(-) create mode 100644 account_banking_sepa_direct_debit/readme/CONFIGURE.rst create mode 100644 account_banking_sepa_direct_debit/readme/CONTRIBUTORS.rst create mode 100644 account_banking_sepa_direct_debit/readme/DESCRIPTION.rst create mode 100644 account_banking_sepa_direct_debit/readme/INSTALL.rst create mode 100644 account_banking_sepa_direct_debit/readme/USAGE.rst create mode 100644 account_banking_sepa_direct_debit/static/description/index.html diff --git a/account_banking_sepa_direct_debit/README.rst b/account_banking_sepa_direct_debit/README.rst index cf6f64c0e..8a74f3de3 100644 --- a/account_banking_sepa_direct_debit/README.rst +++ b/account_banking_sepa_direct_debit/README.rst @@ -1,10 +1,30 @@ -.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg - :alt: License: AGPL-3 - ================================= Account Banking SEPA Direct Debit ================================= +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/12.0/account_banking_sepa_direct_debit + :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-12-0/bank-payment-12-0-account_banking_sepa_direct_debit + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/97/12.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + Create SEPA files for Direct Debit Module to export direct debit payment orders in SEPA XML file format. @@ -20,6 +40,11 @@ Payments Council (http://http://www.europeanpaymentscouncil.eu) use PAIN version 008.001.02. So if you don't know which version your bank supports, you should try version 008.001.02 first. +**Table of contents** + +.. contents:: + :local: + Installation ============ @@ -67,28 +92,27 @@ In the menu *Invoicing/Accounting > Payments > Debit Order*, create a new debit order and select the Payment Mode dedicated to SEPA Direct Debit that you created during the configuration step. -.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas - :alt: Try me on Runbot - :target: https://runbot.odoo-community.org/runbot/173/11.0 - -Known issues / Roadmap -====================== - - * No known issues - 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 smashing it by providing a detailed and welcomed feedback. +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 smashing it by providing a detailed and welcomed +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. Credits ======= +Authors +~~~~~~~ + +* Akretion +* Tecnativa + Contributors ------------- +~~~~~~~~~~~~ * Alexis de Lattre * Pedro M. Baeza @@ -99,18 +123,19 @@ Contributors * Antonio Espinosa * Sergio Teruel +Maintainers +~~~~~~~~~~~ -Maintainer ----------- +This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org -This module is maintained by the OCA. - 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. -To contribute to this module, please visit https://odoo-community.org. +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_sepa_direct_debit/__init__.py b/account_banking_sepa_direct_debit/__init__.py index a1815ae51..24b65ee99 100644 --- a/account_banking_sepa_direct_debit/__init__.py +++ b/account_banking_sepa_direct_debit/__init__.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- from . import models from .post_install import update_bank_journals diff --git a/account_banking_sepa_direct_debit/__manifest__.py b/account_banking_sepa_direct_debit/__manifest__.py index 29d972180..a3ac5a53b 100644 --- a/account_banking_sepa_direct_debit/__manifest__.py +++ b/account_banking_sepa_direct_debit/__manifest__.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # Copyright 2013-2016 Akretion (www.akretion.com) # Copyright 2014-2017 Tecnativa - Pedro M. Baeza # Copyright 2016 Tecnativa - Antonio Espinosa @@ -7,7 +6,7 @@ { 'name': 'Account Banking SEPA Direct Debit', 'summary': 'Create SEPA files for Direct Debit', - 'version': '11.0.1.0.2', + 'version': '12.0.1.0.0', 'license': 'AGPL-3', 'author': "Akretion, " "Tecnativa, " diff --git a/account_banking_sepa_direct_debit/models/__init__.py b/account_banking_sepa_direct_debit/models/__init__.py index 64b7c3874..dea757dab 100644 --- a/account_banking_sepa_direct_debit/models/__init__.py +++ b/account_banking_sepa_direct_debit/models/__init__.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- from . import res_company from . import res_config diff --git a/account_banking_sepa_direct_debit/models/account_banking_mandate.py b/account_banking_sepa_direct_debit/models/account_banking_mandate.py index c45550bc1..71c3a24d4 100644 --- a/account_banking_sepa_direct_debit/models/account_banking_mandate.py +++ b/account_banking_sepa_direct_debit/models/account_banking_mandate.py @@ -1,8 +1,6 @@ -# -*- coding: utf-8 -*- # © 2013-2016 Akretion - Alexis de Lattre # © 2014 Serv. Tecnol. Avanzados - Pedro M. Baeza # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). - from odoo import models, fields, api, exceptions, _ from datetime import datetime from dateutil.relativedelta import relativedelta diff --git a/account_banking_sepa_direct_debit/models/account_payment_method.py b/account_banking_sepa_direct_debit/models/account_payment_method.py index 006f923c0..4d6f5751a 100644 --- a/account_banking_sepa_direct_debit/models/account_payment_method.py +++ b/account_banking_sepa_direct_debit/models/account_payment_method.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). diff --git a/account_banking_sepa_direct_debit/models/account_payment_mode.py b/account_banking_sepa_direct_debit/models/account_payment_mode.py index 083ea5582..f56116652 100644 --- a/account_banking_sepa_direct_debit/models/account_payment_mode.py +++ b/account_banking_sepa_direct_debit/models/account_payment_mode.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Antiun Ingenieria S.L. - Antonio Espinosa # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). diff --git a/account_banking_sepa_direct_debit/models/account_payment_order.py b/account_banking_sepa_direct_debit/models/account_payment_order.py index 58b142302..28b8cfc0e 100644 --- a/account_banking_sepa_direct_debit/models/account_payment_order.py +++ b/account_banking_sepa_direct_debit/models/account_payment_order.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). diff --git a/account_banking_sepa_direct_debit/models/bank_payment_line.py b/account_banking_sepa_direct_debit/models/bank_payment_line.py index 4c600e24c..3f737f71f 100644 --- a/account_banking_sepa_direct_debit/models/bank_payment_line.py +++ b/account_banking_sepa_direct_debit/models/bank_payment_line.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2015-2016 Akretion - Alexis de Lattre # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). diff --git a/account_banking_sepa_direct_debit/models/common.py b/account_banking_sepa_direct_debit/models/common.py index cf32c81c2..9db8bec81 100644 --- a/account_banking_sepa_direct_debit/models/common.py +++ b/account_banking_sepa_direct_debit/models/common.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2013-2016 Akretion (Alexis de Lattre ) # © 2014 Serv. Tecnol. Avanzados - Pedro M. Baeza # © 2016 Antiun Ingenieria S.L. - Antonio Espinosa diff --git a/account_banking_sepa_direct_debit/models/res_company.py b/account_banking_sepa_direct_debit/models/res_company.py index 7edcde4a6..46df0cb1c 100644 --- a/account_banking_sepa_direct_debit/models/res_company.py +++ b/account_banking_sepa_direct_debit/models/res_company.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2013-2016 Akretion (Alexis de Lattre ) # © 2014 Serv. Tecnol. Avanzados - Pedro M. Baeza # © 2016 Antiun Ingenieria S.L. - Antonio Espinosa diff --git a/account_banking_sepa_direct_debit/models/res_config.py b/account_banking_sepa_direct_debit/models/res_config.py index 531b9ccf8..162d30d7e 100644 --- a/account_banking_sepa_direct_debit/models/res_config.py +++ b/account_banking_sepa_direct_debit/models/res_config.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). diff --git a/account_banking_sepa_direct_debit/post_install.py b/account_banking_sepa_direct_debit/post_install.py index b357674f3..88bc1c277 100644 --- a/account_banking_sepa_direct_debit/post_install.py +++ b/account_banking_sepa_direct_debit/post_install.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). diff --git a/account_banking_sepa_direct_debit/readme/CONFIGURE.rst b/account_banking_sepa_direct_debit/readme/CONFIGURE.rst new file mode 100644 index 000000000..bc7383d66 --- /dev/null +++ b/account_banking_sepa_direct_debit/readme/CONFIGURE.rst @@ -0,0 +1,26 @@ +For setting the SEPA creditor identifier: + +#. Go to Invoicing/Accounting > Configuration > Settings. +#. On the field "SEPA Creditor Identifier" in the section *SEPA/PAIN*, you can + fill the corresponding identifier. + +If your country requires several identifiers (like Spain), you must: + +#. Go to *Invoicing/Accounting > Configuration > Settings*. +#. On the section *SEPA/PAIN*, check the mark "Multiple identifiers". +#. Now go to *Invoicing/Accounting > Configuration > Management > Payment Modes*. +#. Create a payment mode for your specific bank. +#. Fill the specific identifier on the field "SEPA Creditor Identifier". + +For defining a payment mode that uses SEPA direct debit: + +#. Go to *Invoicing/Accounting > Configuration > Management > Payment Modes*. +#. Create a record. +#. Select the Payment Method *SEPA Direct Debit for customers* (which is + automatically created upon module installation). +#. Check that this payment method uses the proper version of PAIN. +#. If not, go *Invoicing/Accounting > Configuration > Management > Payment Methods*. +#. Locate the "SEPA Direct Debit for customers" record and open it. +#. Change the "PAIN version" according your needs. +#. If you need to handle several PAIN versions, just duplicate the payment + method adjusting this field on each for having them. diff --git a/account_banking_sepa_direct_debit/readme/CONTRIBUTORS.rst b/account_banking_sepa_direct_debit/readme/CONTRIBUTORS.rst new file mode 100644 index 000000000..ec29073b0 --- /dev/null +++ b/account_banking_sepa_direct_debit/readme/CONTRIBUTORS.rst @@ -0,0 +1,8 @@ +* Alexis de Lattre +* Pedro M. Baeza +* Stéphane Bidoul +* Alexandre Fayolle +* Raphaël Valyi +* Sandy Carter +* Antonio Espinosa +* Sergio Teruel diff --git a/account_banking_sepa_direct_debit/readme/DESCRIPTION.rst b/account_banking_sepa_direct_debit/readme/DESCRIPTION.rst new file mode 100644 index 000000000..438e66eba --- /dev/null +++ b/account_banking_sepa_direct_debit/readme/DESCRIPTION.rst @@ -0,0 +1,14 @@ +Create SEPA files for Direct Debit + +Module to export direct debit payment orders in SEPA XML file format. + +SEPA PAIN (PAyment INitiation) is the new european standard for +Customer-to-Bank payment instructions. This module implements SEPA Direct +Debit (SDD), more specifically PAIN versions 008.001.02, 008.001.03 and +008.001.04. It is part of the ISO 20022 standard, available on +http://www.iso20022.org. + +The Implementation Guidelines for SEPA Direct Debit published by the European +Payments Council (http://http://www.europeanpaymentscouncil.eu) use PAIN +version 008.001.02. So if you don't know which version your bank supports, you +should try version 008.001.02 first. diff --git a/account_banking_sepa_direct_debit/readme/INSTALL.rst b/account_banking_sepa_direct_debit/readme/INSTALL.rst new file mode 100644 index 000000000..2359a600a --- /dev/null +++ b/account_banking_sepa_direct_debit/readme/INSTALL.rst @@ -0,0 +1,6 @@ +This module depends on : + +* account_banking_pain_base +* account_banking_mandate + +This module is part of the OCA/bank-payment suite. diff --git a/account_banking_sepa_direct_debit/readme/USAGE.rst b/account_banking_sepa_direct_debit/readme/USAGE.rst new file mode 100644 index 000000000..ebf2b1d3f --- /dev/null +++ b/account_banking_sepa_direct_debit/readme/USAGE.rst @@ -0,0 +1,3 @@ +In the menu *Invoicing/Accounting > Payments > Debit Order*, create a new debit +order and select the Payment Mode dedicated to SEPA Direct Debit that +you created during the configuration step. diff --git a/account_banking_sepa_direct_debit/static/description/index.html b/account_banking_sepa_direct_debit/static/description/index.html new file mode 100644 index 000000000..bf47363e8 --- /dev/null +++ b/account_banking_sepa_direct_debit/static/description/index.html @@ -0,0 +1,485 @@ + + + + + + +Account Banking SEPA Direct Debit + + + +
+

Account Banking SEPA Direct Debit

+ + +

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

+

Create SEPA files for Direct Debit

+

Module to export direct debit payment orders in SEPA XML file format.

+

SEPA PAIN (PAyment INitiation) is the new european standard for +Customer-to-Bank payment instructions. This module implements SEPA Direct +Debit (SDD), more specifically PAIN versions 008.001.02, 008.001.03 and +008.001.04. It is part of the ISO 20022 standard, available on +http://www.iso20022.org.

+

The Implementation Guidelines for SEPA Direct Debit published by the European +Payments Council (http://http://www.europeanpaymentscouncil.eu) use PAIN +version 008.001.02. So if you don’t know which version your bank supports, you +should try version 008.001.02 first.

+

Table of contents

+ +
+

Installation

+

This module depends on :

+
    +
  • account_banking_pain_base
    • +
  • account_banking_mandate
    • +
+

This module is part of the OCA/bank-payment suite.

+
+
+

Configuration

+

For setting the SEPA creditor identifier:

+
    +
  1. Go to Invoicing/Accounting > Configuration > Settings.
    2. +
  2. On the field “SEPA Creditor Identifier” in the section SEPA/PAIN, you can +fill the corresponding identifier.
    3. +
+

If your country requires several identifiers (like Spain), you must:

+
    +
  1. Go to Invoicing/Accounting > Configuration > Settings.
    2. +
  2. On the section SEPA/PAIN, check the mark “Multiple identifiers”.
    3. +
  3. Now go to Invoicing/Accounting > Configuration > Management > Payment Modes.
    4. +
  4. Create a payment mode for your specific bank.
    5. +
  5. Fill the specific identifier on the field “SEPA Creditor Identifier”.
    6. +
+

For defining a payment mode that uses SEPA direct debit:

+
    +
  1. Go to Invoicing/Accounting > Configuration > Management > Payment Modes.
    2. +
  2. Create a record.
    3. +
  3. Select the Payment Method SEPA Direct Debit for customers (which is +automatically created upon module installation).
    4. +
  4. Check that this payment method uses the proper version of PAIN.
    5. +
  5. If not, go Invoicing/Accounting > Configuration > Management > Payment Methods.
    6. +
  6. Locate the “SEPA Direct Debit for customers” record and open it.
    7. +
  7. Change the “PAIN version” according your needs.
    8. +
  8. If you need to handle several PAIN versions, just duplicate the payment +method adjusting this field on each for having them.
    9. +
+
+
+

Usage

+

In the menu Invoicing/Accounting > Payments > Debit Order, create a new debit +order and select the Payment Mode dedicated to SEPA Direct Debit that +you created during the configuration step.

+
+
+

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 smashing it by providing a detailed and welcomed +feedback.

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • Akretion
    • +
  • Tecnativa
    • +
+
+
+

Contributors

+ +
+
+

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_sepa_direct_debit/tests/__init__.py b/account_banking_sepa_direct_debit/tests/__init__.py index 6d038500f..244424667 100644 --- a/account_banking_sepa_direct_debit/tests/__init__.py +++ b/account_banking_sepa_direct_debit/tests/__init__.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- from . import test_sdd from . import test_mandate diff --git a/account_banking_sepa_direct_debit/tests/test_mandate.py b/account_banking_sepa_direct_debit/tests/test_mandate.py index 3ff0b57e8..c07f8b2c0 100644 --- a/account_banking_sepa_direct_debit/tests/test_mandate.py +++ b/account_banking_sepa_direct_debit/tests/test_mandate.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # © 2016 Akretion (Alexis de Lattre ) # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). diff --git a/account_banking_sepa_direct_debit/tests/test_sdd.py b/account_banking_sepa_direct_debit/tests/test_sdd.py index a29b49e0c..bace1e4e8 100644 --- a/account_banking_sepa_direct_debit/tests/test_sdd.py +++ b/account_banking_sepa_direct_debit/tests/test_sdd.py @@ -1,4 +1,3 @@ -# -*- coding: utf-8 -*- # Copyright 2016 Akretion (Alexis de Lattre ) # Copyright 2018 Tecnativa - Pedro M. Baeza # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).