[ADD] auto add parnter_invoice based on folio/reservation/checkins partners

pms/models/pms_folio.py

@@ -697,14 +697,29 @@ class PmsFolio(models.Model):
             if not folio.user_id:
                 folio.user_id = (folio.partner_id.user_id.id or self.env.uid,)
 
-    @api.depends("partner_id")
+    @api.depends(
+        "partner_id",
+        "reservation_ids",
+        "reservation_ids.partner_id",
+        "reservation_ids.checkin_partner_ids",
+        "reservation_ids.checkin_partner_ids.partner_id",
+    )
     def _compute_partner_invoice_ids(self):
-        for folio in self.filtered("partner_id"):
+        for folio in self:
-            folio.partner_invoice_ids = False
+            if folio.partner_id:
-            addr = folio.partner_id.address_get(["invoice"])
+                addr = folio.partner_id.address_get(["invoice"])
-            if not addr["invoice"] in folio.partner_invoice_ids.ids:
+                if not addr["invoice"] in folio.partner_invoice_ids.ids:
-                folio.partner_invoice_ids = [(4, addr["invoice"])]
+                    folio.partner_invoice_ids = [(4, addr["invoice"])]
-        # Avoid CacheMissing
+            for reservation in folio.reservation_ids:
+                if reservation.partner_id:
+                    addr = reservation.partner_id.address_get(["invoice"])
+                    if not addr["invoice"] in folio.partner_invoice_ids.ids:
+                        folio.partner_invoice_ids = [(4, addr["invoice"])]
+                for checkin in reservation.checkin_partner_ids:
+                    if checkin.partner_id:
+                        addr = checkin.partner_id.address_get(["invoice"])
+                        if not addr["invoice"] in folio.partner_invoice_ids.ids:
+                            folio.partner_invoice_ids = [(4, addr["invoice"])]
         self.filtered(lambda f: not f.partner_invoice_ids).partner_invoice_ids = False
 
     @api.depends("partner_id")
@@ -1428,6 +1443,11 @@ class PmsFolio(models.Model):
                 % (self.company_id.name, self.company_id.id)
             )
 
+        if not partner_invoice_id:
+            partner_invoice_id = (
+                self.partner_invoice_ids[0].id if self.partner_invoice_ids else False
+            )
+
         invoice_vals = {
             "ref": self.client_order_ref or "",
             "move_type": "out_invoice",
@@ -1437,9 +1457,7 @@ class PmsFolio(models.Model):
             # 'medium_id': self.medium_id.id,
             # 'source_id': self.source_id.id,
             "invoice_user_id": self.user_id and self.user_id.id,
-            "partner_id": partner_invoice_id
+            "partner_id": partner_invoice_id,
-            if partner_invoice_id
-            else self.partner_invoice_ids[0],
             "partner_bank_id": self.company_id.partner_id.bank_ids[:1].id,
             "journal_id": journal.id,  # company comes from the journal
             "invoice_origin": self.name,

pms/tests/test_pms_folio.py

@@ -867,3 +867,90 @@ class TestPmsFolio(TestPms):
             msg="A partner can be added to the folio",
         ):
             several_partners_wizard.add_partner()
+
+    def test_add_partner_invoice_contact(self):
+        """
+        Check that when adding a customer at check-in, reservation or folio,
+        it is added as a possible billing address
+        ---------------
+        Three res.partner are created with name, email and mobile. A folio is created.
+        We add the partners to the folio, reservation, and checkin, and check that the
+        three partners are on partner_invoice in folio.
+        """
+        # ARRANGE
+        partner1 = self.env["res.partner"].create(
+            {
+                "name": "Serafín Rivas",
+                "email": "serafin@example.com",
+                "mobile": "60595595",
+            }
+        )
+        partner2 = self.env["res.partner"].create(
+            {
+                "name": "Simon",
+                "mobile": "654667733",
+                "email": "simon@example.com",
+            }
+        )
+        partner3 = self.env["res.partner"].create(
+            {
+                "name": "Sofia",
+                "mobile": "688667733",
+                "email": "sofia@example.com",
+            }
+        )
+
+        # FIRST ACTION
+        folio1 = self.env["pms.folio"].create(
+            {
+                "pms_property_id": self.pms_property1.id,
+                "partner_name": partner1.name,
+                "email": partner1.email,
+            }
+        )
+        reservation1 = self.env["pms.reservation"].create(
+            {
+                "checkin": datetime.datetime.now(),
+                "checkout": datetime.datetime.now() + datetime.timedelta(days=1),
+                "adults": 2,
+                "room_type_id": self.room_type_double.id,
+                "folio_id": folio1.id,
+            }
+        )
+
+        # FIRST ASSERT
+        self.assertEqual(
+            len(folio1.partner_invoice_ids),
+            0,
+            "A partner was added as a billing contact for no reason",
+        )
+
+        # SECOND ACTION
+        folio1.partner_id = partner1.id
+
+        # SECOND ASSERT
+        self.assertEqual(
+            folio1.partner_invoice_ids.ids,
+            [partner1.id],
+            "A folio partner was not added as a billing contact",
+        )
+
+        # SECOND ACTION
+        reservation1.partner_id = partner2.id
+
+        # SECOND ASSERT
+        self.assertIn(
+            partner2.id,
+            folio1.partner_invoice_ids.ids,
+            "A reservation partner was not added as a billing contact",
+        )
+
+        # THIRD ACTION
+        reservation1.checkin_partner_ids[0].partner_id = partner3.id
+
+        # THIRD ASSERT
+        self.assertIn(
+            partner3.id,
+            folio1.partner_invoice_ids.ids,
+            "A checkin partner was not added as a billing contact",
+        )

pms/views/folio_portal_templates.xml

@@ -178,7 +178,9 @@
                 class="row pb-2 pt-3 #{'card-header bg-white' if report_type == 'html' else ''}"
             >
                     <div class="col-xs-6">
-                        <t t-if="folio.partner_invoice_ids[0] != folio.partner_id">
+                        <t
+                        t-if="folio.partner_invoice_ids and folio.partner_invoice_ids[0] != folio.partner_id"
+                    >
                             <div
                             t-field="folio.partner_invoice_ids"
                             t-options='{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}'
@@ -186,15 +188,22 @@
                         </t>
                     </div>
                     <div class="col-xs-5 col-xs-offset-1">
-                        <div
+                        <t t-if="folio.partner_id">
-                        t-field="folio.partner_id"
+                            <div
-                        t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}'
+                            t-field="folio.partner_id"
-                    />
+                            t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}'
-                        <p t-if="folio.partner_id.vat">
+                        />
-                            <t t-esc="folio.company_id.country_id.vat_label or 'TIN'" />
+                            <p t-if="folio.partner_id.vat">
-                            :
+                                <t
-                            <span t-field="folio.partner_id.vat" />
+                                t-esc="folio.company_id.country_id.vat_label or 'TIN'"
-                        </p>
+                            />
+                                :
+                                <span t-field="folio.partner_id.vat" />
+                            </p>
+                        </t>
+                        <t t-else="">
+                            <div t-field="folio.partner_name" />
+                        </t>
                     </div>
             </div>
         </t>
@@ -230,10 +239,10 @@
                         t-options='{"widget": "date"}'
                     />
                 </div>
-                <div t-if="folio.user_id.name" class="mb-3 col-6">
+                <!-- <div t-if="folio.user_id.name" class="mb-3 col-6">
                     <strong>Salesperson:</strong>
                     <p class="m-0" t-field="folio.user_id" />
-                </div>
+                </div> -->
             </div>
 
             <!-- Is there a discount on at least one line? -->

pms/views/pms_folio_views.xml

@@ -268,7 +268,6 @@
                                 attrs="{'invisible':[('state','not in',('cancel'))]}"
                             />
                             <field name="internal_comment" />
-                            <field name="user_id" />
                         </group>
                         <group
                             colspan="2"

pms/wizards/folio_make_invoice_advance.py

@@ -127,7 +127,10 @@ class FolioAdvancePaymentInv(models.TransientModel):
             "active_id", False
         ):
             folio = self.env["pms.folio"].browse(self._context.get("active_id", []))
-            return folio.partner_invoice_ids[0]
+            if folio.partner_invoice_ids:
+                return folio.partner_invoice_ids[0]
+            else:
+                return False
 
     def _get_advance_details(self, order):
         context = {"lang": order.partner_id.lang}