[9.0][ADD] contract_mandate: New module

8 years ago · c511f0e03e
9 changed files with 281 additions and 0 deletions
--- a/contract_mandate/README.rst
+++ 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 <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.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Carlos Dauden <carlos.dauden@tecnativa.com>
+
+
+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.
--- a/contract_mandate/init.py
+++ b/contract_mandate/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models
--- a/contract_mandate/openerp.py
+++ b/contract_mandate/openerp.py
@ -0,0 +1,23 @@
+# -*- coding: utf-8 -*-
+# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
+# 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,
+}
--- a/contract_mandate/i18n/es.po
+++ 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 <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"
+
+#. 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"
--- a/contract_mandate/models/init.py
+++ b/contract_mandate/models/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import contract
--- a/contract_mandate/models/contract.py
+++ b/contract_mandate/models/contract.py
@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
+# 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
--- a/contract_mandate/tests/init.py
+++ b/contract_mandate/tests/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import test_contract_mandate
--- a/contract_mandate/tests/test_contract_mandate.py
+++ b/contract_mandate/tests/test_contract_mandate.py
@ -0,0 +1,80 @@
+# -*- coding: utf-8 -*-
+# Copyright 2017 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
+# 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)
--- a/contract_mandate/views/contract_view.xml
+++ b/contract_mandate/views/contract_view.xml
@ -0,0 +1,18 @@
+<?xml version="1.0"?>
+<odoo>
+
+    <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>
+
+</odoo>