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Merge pull request #9 from ntsirintanis/13.0-add-account_bank_statement_import_guess_partner_from_sale_order

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[IMP] also try to fetch sale order by name key, if no invoice is found
This commit is contained in:
Ronald Portier
2022-06-30 16:36:14 +02:00
committed by GitHub
parent 8b2e2d2a3a 6a5d36cac9
commit 84f3827377
1 changed files with 23 additions and 2 deletions
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25
account_bank_statement_import_guess_partner/models/account_bank_statement_import.py
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@@ -20,13 +20,15 @@ class AccountBankStatementImport(models.TransientModel):
return stmts_vals
def _complete_transaction(self, transaction):
"""Try to find partner by searching invoice with reference."""
"""Find partner by searching invoice with reference or so name."""
if transaction.get("partner_id", False):
return
invoice_model = self.env["account.move"]
sale_order_model = self.env["sale.order"]
invoice = None
transaction_keys = ["ref", "name"]
invoice_fields = ["invoice_origin", "ref", "name"]
sale_order_fields = ["client_order_ref", "name"]
for key in transaction_keys:
value = transaction.get(key, False)
if not value:
@@ -34,5 +36,24 @@ class AccountBankStatementImport(models.TransientModel):
for fieldname in invoice_fields:
invoice = invoice_model.search([(fieldname, "=", value)], limit=1)
if invoice:
transaction["partner_id"] = invoice.partner_id.id
# We need a partner of type contact here because of reconciliation.
# Lines cannot be reconciled if partner is an address
partner = self._get_effective_partner(invoice.partner_id)
transaction["partner_id"] = partner.id
return
for fieldname in sale_order_fields:
sale_order = sale_order_model.search([(fieldname, "=", value)], limit=1)
if sale_order:
partner = self._get_effective_partner(sale_order.partner_id)
transaction["partner_id"] = partner.id
return
def _get_effective_partner(self, partner):
"""Find contact partner for invoice, sale order"""
if partner.type == "contact":
return partner
if partner.parent_id.type == "contact":
return partner.parent_id
# If there's no contact,
# return original partner
return partner