[MIG] contract_mandate to v10

This commit is contained in:
Bodi Stanciu
2020-10-20 20:03:10 +02:00
parent 3c41fe71e8
commit 58d5db6e02
10 changed files with 522 additions and 52 deletions

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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
================ ================
Contract Mandate Contract Mandate
================ ================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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%2Fcontract-lightgray.png?logo=github
:target: https://github.com/OCA/contract/tree/10.0/contract_mandate
:alt: OCA/contract
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/contract-10-0/contract-10-0-contract_mandate
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/110/10.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to set a mandate mode on contract for creating the invoices This module allows to set a mandate mode on contract for creating the invoices
with this mandate. with this mandate.
Configuration **Table of contents**
=============
Your user should be a Sales Manager or Accountant. .. contents::
:local:
Usage Usage
===== =====
@@ -25,39 +44,42 @@ Usage
#. Add a product to invoice. #. Add a product to invoice.
#. If you create an invoice, new invoice will have the selected mandate. #. If you create an invoice, new invoice will have the selected mandate.
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/110/9.0
Bug Tracker Bug Tracker
=========== ===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
In case of trouble, please In case of trouble, please check there if your issue has already been reported.
check there if your issue has already been reported. If you spotted it first, If you spotted it first, help us smashing it by providing a detailed and welcomed
help us smash it by providing detailed and welcomed feedback. `feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract_mandate%0Aversion:%2010.0%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 Credits
======= =======
Authors
~~~~~~~
* Tecnativa
Contributors Contributors
------------ ~~~~~~~~~~~~
* Carlos Dauden <carlos.dauden@tecnativa.com> * Carlos Dauden <carlos.dauden@tecnativa.com>
Maintainers
~~~~~~~~~~~
Maintainer This module is maintained by the OCA.
----------
.. image:: https://odoo-community.org/logo.png .. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association :alt: Odoo Community Association
:target: https://odoo-community.org :target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use. promote its widespread use.
To contribute to this module, please visit https://odoo-community.org. This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/10.0/contract_mandate>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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{ {
'name': 'Contract Mandate', 'name': 'Contract Mandate',
'summary': 'Mandate in contracts and their invoices', 'summary': 'Mandate in contracts and their invoices',
'version': '9.0.1.0.0', 'version': '10.0.1.0.1',
'author': 'Tecnativa, ' 'author': 'Odoo Community Association (OCA), '
'Odoo Community Association (OCA)', 'Tecnativa',
'website': 'http://www.tecnativa.com', 'website': 'https://github.com/OCA/contract',
'depends': [ 'depends': [
'contract_payment_mode', 'contract_payment_mode',
'account_banking_mandate', 'account_banking_mandate',

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# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> # Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from openerp import api, fields, models from odoo import api, fields, models
class AccountAnalyticAccount(models.Model): class AccountAnalyticAccount(models.Model):
@@ -13,7 +13,8 @@ class AccountAnalyticAccount(models.Model):
ondelete='restrict', ondelete='restrict',
string='Direct Debit Mandate', string='Direct Debit Mandate',
help="If mandate required in payment method and not set mandate, " help="If mandate required in payment method and not set mandate, "
"invoice takes the first valid mandate" "invoice takes the first valid mandate",
index=True,
) )
mandate_required = fields.Boolean( mandate_required = fields.Boolean(
related='payment_mode_id.payment_method_id.mandate_required', related='payment_mode_id.payment_method_id.mandate_required',
@@ -33,6 +34,7 @@ class AccountAnalyticAccount(models.Model):
mandate = self.env['account.banking.mandate'].search([ mandate = self.env['account.banking.mandate'].search([
('partner_id', '=', self.partner_id.commercial_partner_id.id), ('partner_id', '=', self.partner_id.commercial_partner_id.id),
('state', '=', 'valid'), ('state', '=', 'valid'),
('company_id', '=', self.company_id.id),
], limit=1) ], limit=1)
invoice_vals['mandate_id'] = mandate.id invoice_vals['mandate_id'] = mandate.id
return invoice_vals return invoice_vals

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Your user should be a Sales Manager or Accountant.

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* Carlos Dauden <carlos.dauden@tecnativa.com>
* Bogdan Stanciu <bogdanovidiu.stanciu@gmail.com>

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This module allows to set a mandate mode on contract for creating the invoices
with this mandate.

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#. Go to *Sales > Sales > Contracts*.
#. Create one.
#. Select a partner to which invoice.
#. Select a mandate.
#. Click on **Generate recurring invoices automatically** checkbox.
#. Add a product to invoice.
#. If you create an invoice, new invoice will have the selected mandate.

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<body>
<div class="document" id="contract-mandate">
<h1 class="title">Contract Mandate</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" 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" 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" href="https://github.com/OCA/contract/tree/10.0/contract_mandate"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-10-0/contract-10-0-contract_mandate"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module allows to set a mandate mode on contract for creating the invoices
with this mandate.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
<ol class="arabic simple">
<li>Go to <em>Sales &gt; Sales &gt; Contracts</em>.</li>
<li>Create one.</li>
<li>Select a partner to which invoice.</li>
<li>Select a mandate.</li>
<li>Click on <strong>Generate recurring invoices automatically</strong> checkbox.</li>
<li>Add a product to invoice.</li>
<li>If you create an invoice, new invoice will have the selected mandate.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/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 smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20contract_mandate%0Aversion:%2010.0%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="#id3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
<ul class="simple">
<li>Carlos Dauden &lt;<a class="reference external" href="mailto:carlos.dauden&#64;tecnativa.com">carlos.dauden&#64;tecnativa.com</a>&gt;</li>
<li>Bogdan Stanciu &lt;<a class="reference external" href="mailto:bogdanovidiu.stanciu&#64;gmail.com">bogdanovidiu.stanciu&#64;gmail.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">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/contract/tree/10.0/contract_mandate">OCA/contract</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>
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# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> # Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from openerp.tests import common from odoo.tests import HttpCase
class TestContractMandate(common.SavepointCase): class TestContractMandate(HttpCase):
@classmethod
def setUpClass(cls): def setUp(self):
super(TestContractMandate, cls).setUpClass() super(TestContractMandate, self).setUp()
cls.payment_method = cls.env['account.payment.method'].create({ self.payment_method = self.env['account.payment.method'].create({
'name': 'Test SDD', 'name': 'Test SDD',
'code': 'test_code_sdd', 'code': 'test_code_sdd',
'payment_type': 'inbound', 'payment_type': 'inbound',
'mandate_required': True, 'mandate_required': True,
}) })
cls.payment_mode = cls.env['account.payment.mode'].create({ self.payment_mode = self.env['account.payment.mode'].create({
'name': 'Test payment mode', 'name': 'Test payment mode',
'bank_account_link': 'variable', 'bank_account_link': 'variable',
'payment_method_id': cls.payment_method.id, 'payment_method_id': self.payment_method.id,
}) })
cls.partner = cls.env['res.partner'].create({ self.partner = self.env['res.partner'].create({
'customer': True, 'customer': True,
'name': 'Test Customer', 'name': 'Test Customer',
'customer_payment_mode_id': cls.payment_mode.id, 'customer_payment_mode_id': self.payment_mode.id,
}) })
cls.partner_bank = cls.env['res.partner.bank'].create({ self.partner_bank = self.env['res.partner.bank'].create({
'acc_number': '1234', 'acc_number': '1234',
'partner_id': cls.partner.id, 'partner_id': self.partner.id,
}) })
cls.mandate = cls.env['account.banking.mandate'].create({ self.mandate = self.env['account.banking.mandate'].create({
'partner_id': cls.partner.id, 'partner_id': self.partner.id,
'partner_bank_id': cls.partner_bank.id, 'partner_bank_id': self.partner_bank.id,
'signature_date': '2017-01-01', 'signature_date': '2017-01-01',
}) })
cls.uom = cls.env.ref('product.product_uom_hour') self.uom = self.env.ref('product.product_uom_hour')
cls.product = cls.env['product.product'].create({ self.product = self.env['product.product'].create({
'name': 'Custom Service', 'name': 'Custom Service',
'type': 'service', 'type': 'service',
'uom_id': cls.uom.id, 'uom_id': self.uom.id,
'uom_po_id': cls.uom.id, 'uom_po_id': self.uom.id,
'sale_ok': True, 'sale_ok': True,
'taxes_id': [(6, 0, [])], 'taxes_id': [(6, 0, [])],
}) })
cls.contract = cls.env['account.analytic.account'].create({ self.contract = self.env['account.analytic.account'].create({
'name': 'Test contract', 'name': 'Test contract',
'partner_id': cls.partner.id, 'partner_id': self.partner.id,
'recurring_invoices': True, 'recurring_invoices': True,
'recurring_interval': 1, 'recurring_interval': 1,
'recurring_invoice_line_ids': [(0, 0, { 'recurring_invoice_line_ids': [(0, 0, {
'quantity': 2.0, 'quantity': 2.0,
'price_unit': 200.0, 'price_unit': 200.0,
'name': 'Test contract line', 'name': 'Test contract line',
'product_id': cls.product.id, 'product_id': self.product.id,
'uom_id': cls.product.uom_id.id, 'uom_id': self.product.uom_id.id,
})], })],
'payment_mode_id': cls.payment_mode.id, 'payment_mode_id': self.payment_mode.id,
'mandate_id': cls.mandate.id, 'mandate_id': self.mandate.id,
}) })
def test_contract_mandate(self): def test_contract_mandate(self):