diff --git a/contract_mandate/README.rst b/contract_mandate/README.rst new file mode 100644 index 00000000..84ffb032 --- /dev/null +++ b/contract_mandate/README.rst @@ -0,0 +1,63 @@ +.. 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 +================ + +This module allows to set a mandate mode on contract for creating the invoices +with this mandate. + +Configuration +============= + +Your user should be a Sales Manager or Accountant. + +Usage +===== + +#. 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. + + +.. 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 +=========== + +Bugs are tracked on `GitHub 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. + +Credits +======= + +Contributors +------------ + +* Carlos Dauden + + +Maintainer +---------- + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +This module is maintained by the OCA. + +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. + +To contribute to this module, please visit https://odoo-community.org. diff --git a/contract_mandate/__init__.py b/contract_mandate/__init__.py new file mode 100644 index 00000000..cde864ba --- /dev/null +++ b/contract_mandate/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import models diff --git a/contract_mandate/__openerp__.py b/contract_mandate/__openerp__.py new file mode 100644 index 00000000..947012ad --- /dev/null +++ b/contract_mandate/__openerp__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +# Copyright 2017 Carlos Dauden - Tecnativa +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +{ + '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, +} diff --git a/contract_mandate/i18n/es.po b/contract_mandate/i18n/es.po new file mode 100644 index 00000000..490ac8a3 --- /dev/null +++ b/contract_mandate/i18n/es.po @@ -0,0 +1,50 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * contract_mandate +# +# Translators: +# OCA Transbot , 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 \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" + +#. 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 "" + +#. module: contract_mandate +#: model:ir.model,name:contract_mandate.model_account_analytic_account +msgid "Analytic Account" +msgstr "" + +#. module: contract_mandate +#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_commercial_partner_id +msgid "Commercial Entity" +msgstr "Entidad comercial" + +#. 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" + +#. 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" + +#. module: contract_mandate +#: model:ir.model.fields,field_description:contract_mandate.field_account_analytic_account_mandate_required +msgid "Mandate Required" +msgstr "Mandato requerido" diff --git a/contract_mandate/models/__init__.py b/contract_mandate/models/__init__.py new file mode 100644 index 00000000..cf8d4ec6 --- /dev/null +++ b/contract_mandate/models/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import contract diff --git a/contract_mandate/models/contract.py b/contract_mandate/models/contract.py new file mode 100644 index 00000000..deb52a28 --- /dev/null +++ b/contract_mandate/models/contract.py @@ -0,0 +1,38 @@ +# -*- coding: utf-8 -*- +# Copyright 2017 Carlos Dauden - Tecnativa +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp import api, fields, models + + +class AccountAnalyticAccount(models.Model): + _inherit = 'account.analytic.account' + + 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', + ) + + @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 diff --git a/contract_mandate/tests/__init__.py b/contract_mandate/tests/__init__.py new file mode 100644 index 00000000..bcc808b9 --- /dev/null +++ b/contract_mandate/tests/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import test_contract_mandate diff --git a/contract_mandate/tests/test_contract_mandate.py b/contract_mandate/tests/test_contract_mandate.py new file mode 100644 index 00000000..685ab410 --- /dev/null +++ b/contract_mandate/tests/test_contract_mandate.py @@ -0,0 +1,80 @@ +# -*- coding: utf-8 -*- +# Copyright 2017 Carlos Dauden - Tecnativa +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp.tests import common + + +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, + }) + + def test_contract_mandate(self): + new_invoice = self.contract.recurring_create_invoice() + self.assertEqual(new_invoice.mandate_id, self.mandate) + + 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) + + 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) diff --git a/contract_mandate/views/contract_view.xml b/contract_mandate/views/contract_view.xml new file mode 100644 index 00000000..8a3349f4 --- /dev/null +++ b/contract_mandate/views/contract_view.xml @@ -0,0 +1,18 @@ + + + + + account.analytic.account + + + + + + + + + + +