Carlos Dauden
8 years ago
9 changed files with 281 additions and 0 deletions
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63contract_mandate/README.rst
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3contract_mandate/__init__.py
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23contract_mandate/__openerp__.py
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50contract_mandate/i18n/es.po
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3contract_mandate/models/__init__.py
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38contract_mandate/models/contract.py
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3contract_mandate/tests/__init__.py
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80contract_mandate/tests/test_contract_mandate.py
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18contract_mandate/views/contract_view.xml
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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================ |
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Contract Mandate |
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================ |
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This module allows to set a mandate mode on contract for creating the invoices |
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with this mandate. |
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Configuration |
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============= |
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Your user should be a Sales Manager or Accountant. |
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Usage |
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===== |
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#. Go to *Sales > Sales > Contracts*. |
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#. Create one. |
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#. Select a partner to which invoice. |
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#. Select a mandate. |
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#. Click on **Generate recurring invoices automatically** checkbox. |
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#. Add a product to invoice. |
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#. 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 |
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:alt: Try me on Runbot |
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:target: https://runbot.odoo-community.org/runbot/110/9.0 |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_. |
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In case of trouble, please |
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check there if your issue has already been reported. If you spotted it first, |
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help us smash it by providing detailed and welcomed feedback. |
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Credits |
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======= |
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Contributors |
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------------ |
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* Carlos Dauden <carlos.dauden@tecnativa.com> |
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Maintainer |
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---------- |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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: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 |
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mission is to support the collaborative development of Odoo features and |
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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 -*- |
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# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). |
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{ |
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'name': 'Contract Mandate', |
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'summary': 'Mandate in contracts and their invoices', |
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'version': '9.0.1.0.0', |
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'author': 'Tecnativa, ' |
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'Odoo Community Association (OCA)', |
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'website': 'http://www.tecnativa.com', |
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'depends': [ |
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'contract_payment_mode', |
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'account_banking_mandate', |
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], |
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'category': 'Sales Management', |
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'license': 'AGPL-3', |
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'data': [ |
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'views/contract_view.xml', |
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], |
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'installable': True, |
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'auto_install': True, |
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} |
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# Translation of Odoo Server. |
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# This file contains the translation of the following modules: |
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# * contract_mandate |
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# |
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# Translators: |
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# OCA Transbot <transbot@odoo-community.org>, 2017 |
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msgid "" |
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msgstr "" |
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"Project-Id-Version: Odoo Server 9.0c\n" |
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"Report-Msgid-Bugs-To: \n" |
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"POT-Creation-Date: 2017-06-03 14:32+0200\n" |
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"PO-Revision-Date: 2017-06-03 15:01+0200\n" |
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"Last-Translator: Carlos Dauden <carlos.dauden@tecnativa.com>\n" |
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"Language-Team: Spanish (https://www.transifex.com/oca/teams/23907/es/)\n" |
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"Language: es\n" |
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"MIME-Version: 1.0\n" |
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"Content-Type: text/plain; charset=UTF-8\n" |
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"Content-Transfer-Encoding: 8bit\n" |
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"Plural-Forms: nplurals=2; plural=(n != 1);\n" |
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"X-Generator: Poedit 1.8.7.1\n" |
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|
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#. module: contract_mandate |
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#: model:ir.model.fields,help:contract_mandate.field_account_analytic_account_mandate_required |
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msgid "Activate this option if this payment method requires your customer to sign a direct debit mandate with your company." |
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msgstr "" |
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#. module: contract_mandate |
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#: model:ir.model,name:contract_mandate.model_account_analytic_account |
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msgid "Analytic Account" |
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msgstr "" |
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#. module: contract_mandate |
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#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_commercial_partner_id |
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msgid "Commercial Entity" |
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msgstr "Entidad comercial" |
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|
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#. module: contract_mandate |
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#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_mandate_id |
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msgid "Direct Debit Mandate" |
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msgstr "Mandato adeudo directo" |
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|
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#. module: contract_mandate |
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#: model:ir.model.fields,help:contract_mandate.field_account_analytic_account_mandate_id |
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msgid "If mandate required in payment method and not set mandate, invoice takes the first valid mandate" |
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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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|
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#. module: contract_mandate |
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#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_mandate_required |
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msgid "Mandate Required" |
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msgstr "Mandato requerido" |
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# -*- coding: utf-8 -*- |
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from . import contract |
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# -*- coding: utf-8 -*- |
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# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> |
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# 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): |
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_inherit = 'account.analytic.account' |
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mandate_id = fields.Many2one( |
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comodel_name='account.banking.mandate', |
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ondelete='restrict', |
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string='Direct Debit Mandate', |
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help="If mandate required in payment method and not set mandate, " |
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"invoice takes the first valid mandate" |
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) |
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mandate_required = fields.Boolean( |
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related='payment_mode_id.payment_method_id.mandate_required', |
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readonly=True) |
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commercial_partner_id = fields.Many2one( |
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related='partner_id.commercial_partner_id', |
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readonly=True, |
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string='Commercial Entity', |
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) |
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@api.multi |
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def _prepare_invoice(self): |
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invoice_vals = super(AccountAnalyticAccount, self)._prepare_invoice() |
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if self.mandate_id: |
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invoice_vals['mandate_id'] = self.mandate_id.id |
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elif self.payment_mode_id.payment_method_id.mandate_required: |
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mandate = self.env['account.banking.mandate'].search([ |
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('partner_id', '=', self.partner_id.commercial_partner_id.id), |
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('state', '=', 'valid'), |
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], limit=1) |
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invoice_vals['mandate_id'] = mandate.id |
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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 -*- |
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# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com> |
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# 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): |
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@classmethod |
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def setUpClass(cls): |
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super(TestContractMandate, cls).setUpClass() |
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cls.payment_method = cls.env['account.payment.method'].create({ |
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'name': 'Test SDD', |
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'code': 'test_code_sdd', |
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'payment_type': 'inbound', |
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'mandate_required': True, |
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}) |
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cls.payment_mode = cls.env['account.payment.mode'].create({ |
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'name': 'Test payment mode', |
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'bank_account_link': 'variable', |
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'payment_method_id': cls.payment_method.id, |
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}) |
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cls.partner = cls.env['res.partner'].create({ |
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'customer': True, |
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'name': 'Test Customer', |
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'customer_payment_mode_id': cls.payment_mode.id, |
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}) |
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cls.partner_bank = cls.env['res.partner.bank'].create({ |
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'acc_number': '1234', |
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'partner_id': cls.partner.id, |
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}) |
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cls.mandate = cls.env['account.banking.mandate'].create({ |
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'partner_id': cls.partner.id, |
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'partner_bank_id': cls.partner_bank.id, |
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'signature_date': '2017-01-01', |
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}) |
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cls.uom = cls.env.ref('product.product_uom_hour') |
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cls.product = cls.env['product.product'].create({ |
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'name': 'Custom Service', |
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'type': 'service', |
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'uom_id': cls.uom.id, |
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'uom_po_id': cls.uom.id, |
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'sale_ok': True, |
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'taxes_id': [(6, 0, [])], |
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}) |
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cls.contract = cls.env['account.analytic.account'].create({ |
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'name': 'Test contract', |
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'partner_id': cls.partner.id, |
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'recurring_invoices': True, |
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'recurring_interval': 1, |
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'recurring_invoice_line_ids': [(0, 0, { |
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'quantity': 2.0, |
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'price_unit': 200.0, |
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'name': 'Test contract line', |
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'product_id': cls.product.id, |
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'uom_id': cls.product.uom_id.id, |
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})], |
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'payment_mode_id': cls.payment_mode.id, |
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'mandate_id': cls.mandate.id, |
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}) |
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def test_contract_mandate(self): |
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new_invoice = self.contract.recurring_create_invoice() |
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self.assertEqual(new_invoice.mandate_id, self.mandate) |
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def test_contract_not_mandate(self): |
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self.contract.mandate_id = False |
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self.mandate2 = self.mandate.copy({ |
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'unique_mandate_reference': 'BM0000XX2', |
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}) |
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self.mandate2.validate() |
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self.mandate.state = 'expired' |
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new_invoice = self.contract.recurring_create_invoice() |
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self.assertEqual(new_invoice.mandate_id, self.mandate2) |
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def test_contract_mandate_default(self): |
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self.payment_mode.mandate_required = False |
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self.contract.mandate_id = False |
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new_invoice = self.contract.recurring_create_invoice() |
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self.assertFalse(new_invoice.mandate_id) |
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<?xml version="1.0"?> |
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<odoo> |
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<record id="account_analytic_account_payment_form" model="ir.ui.view"> |
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<field name="model">account.analytic.account</field> |
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<field name="inherit_id" ref="contract_payment_mode.account_analytic_account_payment_form" /> |
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<field name="arch" type="xml"> |
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<field name="payment_mode_id" position="after"> |
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<field name="mandate_id" |
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domain="[('partner_id', '=', commercial_partner_id), ('state', '=', 'valid')]" |
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attrs="{'invisible': ['|', ('mandate_required', '=', False), ('recurring_invoices', '=', False)]}"/> |
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<field name="commercial_partner_id" invisible="1"/> |
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<field name="mandate_required" invisible="1"/> |
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</field> |
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</field> |
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</record> |
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</odoo> |
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