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[9.0][ADD] contract_mandate: New module
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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 | ||
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================ | ||
Contract Mandate | ||
================ | ||
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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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Configuration | ||
============= | ||
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Your user should be a Sales Manager or Accountant. | ||
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Usage | ||
===== | ||
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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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.. 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 | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. | ||
In case of trouble, please | ||
check there if your issue has already been reported. If you spotted it first, | ||
help us smash it by providing detailed and welcomed feedback. | ||
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Credits | ||
======= | ||
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Contributors | ||
------------ | ||
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* Carlos Dauden <carlos.dauden@tecnativa.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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. | ||
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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
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from . import models |
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# -*- coding: utf-8 -*- | ||
# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
'name': 'Contract Mandate', | ||
'summary': 'Mandate in contracts and their invoices', | ||
'version': '9.0.1.0.0', | ||
'author': 'Tecnativa, ' | ||
'Odoo Community Association (OCA)', | ||
'website': 'http://www.tecnativa.com', | ||
'depends': [ | ||
'contract_payment_mode', | ||
'account_banking_mandate', | ||
], | ||
'category': 'Sales Management', | ||
'license': 'AGPL-3', | ||
'data': [ | ||
'views/contract_view.xml', | ||
], | ||
'installable': True, | ||
'auto_install': True, | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * contract_mandate | ||
# | ||
# Translators: | ||
# OCA Transbot <transbot@odoo-community.org>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 9.0c\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-06-03 14:32+0200\n" | ||
"PO-Revision-Date: 2017-06-03 15:01+0200\n" | ||
"Last-Translator: Carlos Dauden <carlos.dauden@tecnativa.com>\n" | ||
"Language-Team: Spanish (https://www.transifex.com/oca/teams/23907/es/)\n" | ||
"Language: es\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: 8bit\n" | ||
"Plural-Forms: nplurals=2; plural=(n != 1);\n" | ||
"X-Generator: Poedit 1.8.7.1\n" | ||
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#. module: contract_mandate | ||
#: model:ir.model.fields,help:contract_mandate.field_account_analytic_account_mandate_required | ||
msgid "Activate this option if this payment method requires your customer to sign a direct debit mandate with your company." | ||
msgstr "" | ||
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#. module: contract_mandate | ||
#: model:ir.model,name:contract_mandate.model_account_analytic_account | ||
msgid "Analytic Account" | ||
msgstr "" | ||
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#. module: contract_mandate | ||
#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_commercial_partner_id | ||
msgid "Commercial Entity" | ||
msgstr "Entidad comercial" | ||
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#. module: contract_mandate | ||
#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_mandate_id | ||
msgid "Direct Debit Mandate" | ||
msgstr "Mandato adeudo directo" | ||
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#. module: contract_mandate | ||
#: model:ir.model.fields,help:contract_mandate.field_account_analytic_account_mandate_id | ||
msgid "If mandate required in payment method and not set mandate, invoice takes the first valid mandate" | ||
msgstr "Si el mandato es requerido en el método de pago y no está informado en el contrato, la factura coge el primer mandato válido" | ||
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#. module: contract_mandate | ||
#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_mandate_required | ||
msgid "Mandate Required" | ||
msgstr "Mandato requerido" |
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# -*- coding: utf-8 -*- | ||
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from . import contract |
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# -*- coding: utf-8 -*- | ||
# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from openerp import api, fields, models | ||
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class AccountAnalyticAccount(models.Model): | ||
_inherit = 'account.analytic.account' | ||
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mandate_id = fields.Many2one( | ||
comodel_name='account.banking.mandate', | ||
ondelete='restrict', | ||
string='Direct Debit Mandate', | ||
help="If mandate required in payment method and not set mandate, " | ||
"invoice takes the first valid mandate" | ||
) | ||
mandate_required = fields.Boolean( | ||
related='payment_mode_id.payment_method_id.mandate_required', | ||
readonly=True) | ||
commercial_partner_id = fields.Many2one( | ||
related='partner_id.commercial_partner_id', | ||
readonly=True, | ||
string='Commercial Entity', | ||
) | ||
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@api.multi | ||
def _prepare_invoice(self): | ||
invoice_vals = super(AccountAnalyticAccount, self)._prepare_invoice() | ||
if self.mandate_id: | ||
invoice_vals['mandate_id'] = self.mandate_id.id | ||
elif self.payment_mode_id.payment_method_id.mandate_required: | ||
mandate = self.env['account.banking.mandate'].search([ | ||
('partner_id', '=', self.partner_id.commercial_partner_id.id), | ||
('state', '=', 'valid'), | ||
], limit=1) | ||
invoice_vals['mandate_id'] = mandate.id | ||
return invoice_vals |
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# -*- coding: utf-8 -*- | ||
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from . import test_contract_mandate |
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# -*- coding: utf-8 -*- | ||
# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from openerp.tests import common | ||
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class TestContractMandate(common.SavepointCase): | ||
@classmethod | ||
def setUpClass(cls): | ||
super(TestContractMandate, cls).setUpClass() | ||
cls.payment_method = cls.env['account.payment.method'].create({ | ||
'name': 'Test SDD', | ||
'code': 'test_code_sdd', | ||
'payment_type': 'inbound', | ||
'mandate_required': True, | ||
}) | ||
cls.payment_mode = cls.env['account.payment.mode'].create({ | ||
'name': 'Test payment mode', | ||
'bank_account_link': 'variable', | ||
'payment_method_id': cls.payment_method.id, | ||
}) | ||
cls.partner = cls.env['res.partner'].create({ | ||
'customer': True, | ||
'name': 'Test Customer', | ||
'customer_payment_mode_id': cls.payment_mode.id, | ||
}) | ||
cls.partner_bank = cls.env['res.partner.bank'].create({ | ||
'acc_number': '1234', | ||
'partner_id': cls.partner.id, | ||
}) | ||
cls.mandate = cls.env['account.banking.mandate'].create({ | ||
'partner_id': cls.partner.id, | ||
'partner_bank_id': cls.partner_bank.id, | ||
'signature_date': '2017-01-01', | ||
}) | ||
cls.uom = cls.env.ref('product.product_uom_hour') | ||
cls.product = cls.env['product.product'].create({ | ||
'name': 'Custom Service', | ||
'type': 'service', | ||
'uom_id': cls.uom.id, | ||
'uom_po_id': cls.uom.id, | ||
'sale_ok': True, | ||
'taxes_id': [(6, 0, [])], | ||
}) | ||
cls.contract = cls.env['account.analytic.account'].create({ | ||
'name': 'Test contract', | ||
'partner_id': cls.partner.id, | ||
'recurring_invoices': True, | ||
'recurring_interval': 1, | ||
'recurring_invoice_line_ids': [(0, 0, { | ||
'quantity': 2.0, | ||
'price_unit': 200.0, | ||
'name': 'Test contract line', | ||
'product_id': cls.product.id, | ||
'uom_id': cls.product.uom_id.id, | ||
})], | ||
'payment_mode_id': cls.payment_mode.id, | ||
'mandate_id': cls.mandate.id, | ||
}) | ||
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def test_contract_mandate(self): | ||
new_invoice = self.contract.recurring_create_invoice() | ||
self.assertEqual(new_invoice.mandate_id, self.mandate) | ||
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def test_contract_not_mandate(self): | ||
self.contract.mandate_id = False | ||
self.mandate2 = self.mandate.copy({ | ||
'unique_mandate_reference': 'BM0000XX2', | ||
}) | ||
self.mandate2.validate() | ||
self.mandate.state = 'expired' | ||
new_invoice = self.contract.recurring_create_invoice() | ||
self.assertEqual(new_invoice.mandate_id, self.mandate2) | ||
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def test_contract_mandate_default(self): | ||
self.payment_mode.mandate_required = False | ||
self.contract.mandate_id = False | ||
new_invoice = self.contract.recurring_create_invoice() | ||
self.assertFalse(new_invoice.mandate_id) |
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<?xml version="1.0"?> | ||
<odoo> | ||
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<record id="account_analytic_account_payment_form" model="ir.ui.view"> | ||
<field name="model">account.analytic.account</field> | ||
<field name="inherit_id" ref="contract_payment_mode.account_analytic_account_payment_form" /> | ||
<field name="arch" type="xml"> | ||
<field name="payment_mode_id" position="after"> | ||
<field name="mandate_id" | ||
domain="[('partner_id', '=', commercial_partner_id), ('state', '=', 'valid')]" | ||
attrs="{'invisible': ['|', ('mandate_required', '=', False), ('recurring_invoices', '=', False)]}"/> | ||
<field name="commercial_partner_id" invisible="1"/> | ||
<field name="mandate_required" invisible="1"/> | ||
</field> | ||
</field> | ||
</record> | ||
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</odoo> |