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[16.0][FIX] account_banking_mandate_sale_contact: icon, readme, and views

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Alberto Martínez
2024-03-19 13:17:41 +01:00
parent e19f50df41
commit e15455cbb2
9 changed files with 138 additions and 35 deletions
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35
account_banking_mandate_sale_contact/README.rst
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@@ -7,12 +7,12 @@ Account Banking Mandate Sale Contact
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:7cfbc94c4688e616b2efe836942f2a7d58ae4b7c7fecd870882b8d4b2942a810
!! source digest: sha256:ddf88dc783e9d74389fcb90c658a2c2cf48d69aee98994cd4a196c7dd2d4a962
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
: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
@@ -42,20 +42,21 @@ 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.
1. Go to Settings/Sales/Invoicing and select the Default Mandates
option. This allows you to choose if you want the mandate of the sale
partner, invoice address or delivery address.
2. If you want to specifically change the default mandate for a
customer, you can go to the "Sales & Purchase" tab of his contact
form.
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*.
1. Go to *Invoicing > Customers > Customers*.
2. Open or create one contact.
3. On the "Sales & Purchase" page, fill *Contact Mandate*.
Then, when you select a payment mode that requires mandate on a sale
order, Odoo will choose the mandate selected at contact level. That
@@ -82,9 +83,9 @@ Authors
Contributors
------------
- ``Sygel <https://www.sygel.es>``\ \_:
- `Sygel <https://www.sygel.es>`__:
- Alberto Martínez
- Alberto Martínez <alberto.martinez@sygel.es>
Maintainers
-----------
@@ -99,6 +100,14 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-tisho99| image:: https://github.com/tisho99.png?size=40px
:target: https://github.com/tisho99
:alt: tisho99
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-tisho99|
This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/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.

2
account_banking_mandate_sale_contact/__manifest__.py
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@@ -4,9 +4,11 @@
"name": "Account Banking Mandate Sale Contact",
"summary": "Add a specific contact mandate to sale orders",
"version": "16.0.1.0.0",
"development_status": "Beta",
"category": "Banking addons",
"website": "https://github.com/OCA/bank-payment",
"author": "Alberto Martínez, Odoo Community Association (OCA)",
"maintainers": ["tisho99"],
"license": "AGPL-3",
"application": False,
"installable": True,

5
account_banking_mandate_sale_contact/readme/CONFIGURE.md
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@@ -1,7 +1,6 @@
To configure this module, you need to:
#. Go to Settings/Sales/Invoicing and select the Default Mandates option.
1. Go to Settings/Sales/Invoicing and select the Default Mandates option.
This allows you to choose if you want the mandate of the sale partner,
invoice address or delivery address.
#. If you want to specifically change the default mandate for a customer, you can go to the "Sales & Purchase" tab of his contact form.
2. If you want to specifically change the default mandate for a customer, you can go to the "Sales & Purchase" tab of his contact form.

5
account_banking_mandate_sale_contact/readme/CONTRIBUTORS.md
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@@ -1,3 +1,2 @@
* `Sygel <https://www.sygel.es>`_:
* Alberto Martínez
- [Sygel](https://www.sygel.es):
- Alberto Martínez \<<alberto.martinez@sygel.es>\>

6
account_banking_mandate_sale_contact/readme/USAGE.md
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@@ -1,8 +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*.
1. Go to *Invoicing > Customers > Customers*.
2. Open or create one contact.
3. On the "Sales & Purchase" page, fill *Contact Mandate*.
Then, when you select a payment mode that requires mandate on a sale order, Odoo will
choose the mandate selected at contact level. That mandate will be copied from the sale order to the invoice.

BIN
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account_banking_mandate_sale_contact/static/description/index.html
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@@ -367,9 +367,9 @@ ul.auto-toc {
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:7cfbc94c4688e616b2efe836942f2a7d58ae4b7c7fecd870882b8d4b2942a810
!! source digest: sha256:ddf88dc783e9d74389fcb90c658a2c2cf48d69aee98994cd4a196c7dd2d4a962
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.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&amp;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>
@@ -390,17 +390,23 @@ contact mandate to sale orders.</p>
<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
<ol class="arabic simple">
<li>Go to Settings/Sales/Invoicing and select the Default Mandates
option. This allows you to choose if you want the mandate of the sale
partner, invoice address or delivery address.</p>
<p>#. If you want to specifically change the default mandate for a
customer, you can go to the “Sales &amp; Purchase” tab of his contact form.</p>
partner, invoice address or delivery address.</li>
<li>If you want to specifically change the default mandate for a
customer, you can go to the “Sales &amp; Purchase” tab of his contact
form.</li>
</ol>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>For selecting the mandate at contact level:</p>
<p>#. Go to <em>Invoicing &gt; Customers &gt; Customers</em>. #. Open or create one
contact. #. On the “Sales &amp; Purchase” page, fill <em>Contact Mandate</em>.</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing &gt; Customers &gt; Customers</em>.</li>
<li>Open or create one contact.</li>
<li>On the “Sales &amp; Purchase” page, fill <em>Contact Mandate</em>.</li>
</ol>
<p>Then, when you select a payment mode that requires mandate on a sale
order, Odoo will choose the mandate selected at contact level. That
mandate will be copied from the sale order to the invoice.</p>
@@ -424,8 +430,8 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
<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">&lt;https://www.sygel.es&gt;</span></tt>_:<ul>
<li>Alberto Martínez</li>
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
<li>Alberto Martínez &lt;<a class="reference external" href="mailto:alberto.martinez&#64;sygel.es">alberto.martinez&#64;sygel.es</a>&gt;</li>
</ul>
</li>
</ul>
@@ -437,6 +443,8 @@ If you spotted it first, help us to smash it by providing a detailed and welcome
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/tisho99"><img alt="tisho99" src="https://github.com/tisho99.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-payment/tree/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>

13
account_banking_mandate_sale_contact/views/res_config_settings.xml
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@@ -2,13 +2,20 @@
<!-- 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>
<record
id="res_config_settings_view_form_inherit_sale_default_mandates"
model="ir.ui.view"
>
<field name="name">settings.view.form.inherit.sale.default.mandates</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="sale.res_config_settings_view_form" />
<field name="arch" type="xml">
<xpath expr="//div[@name='invoicing_setting_container']" position="inside">
<div class="col-12 col-lg-6 o_setting_box" id="down_payments">
<div
class="col-12 col-lg-6 o_setting_box"
id="sale_default_mandates"
title="The contact of this company in which odoo will search for the mandate on sales&#013;- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company&#013;- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company&#013;- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address&#013;- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address&#013;- 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"
>
<div class="o_setting_left_pane" />
<div class="o_setting_right_pane">
<span class="o_form_label">Default Mandates</span>