[16.0][ADD] purchase_guarantee_disbursement: guarantee refund via disbursement#586
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coreichamp wants to merge 4 commits into16.0from
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[16.0][ADD] purchase_guarantee_disbursement: guarantee refund via disbursement#586coreichamp wants to merge 4 commits into16.0from
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…bursement Add new module to enable refunding purchase guarantees through the disbursement system. Integrates guarantee records with disbursement requests, enabling approval workflows (draft → submitted → validated → bill creation). When a disbursement bill is created, it automatically links to guarantee.bill_ids, updating amount_returned. Supports partial refunds via multiple disbursement requests. Follows the pattern of purchase_order_disbursement module. Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
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March 13, 2026 15:25
… states Add guarantee state flow: draft → lock → received → returned. - Extend state with received/returned via selection_add - Auto-transition lock→received when payment is posted - Auto-transition received→returned when refund bill is posted - Limit payment creation to 1 per guarantee - Refund button only visible after receipt is completed - Add purchase_guarantee_account_payment as dependency
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Summary
purchase_guarantee_disbursementwith full guarantee lifecycle: draft → lock → received → returnedlock → receivedwhen payment posted,received → returnedwhen refund bill posted (viaaccount.move._post()override)state == received), creates pre-filled disbursement request with partner, amount, account, and analytic dimensionsguarantee.bill_idsforamount_returnedtrackingpurchase_guarantee_account_paymentanddisbursementTest plan