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113 changes: 113 additions & 0 deletions account_banking_mandate_sale_contact/README.rst
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====================================
Account Banking Mandate Sale Contact
====================================

..
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!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
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!! source digest: sha256:92a2d98a49761fa4d4321b000b936acfb76268c642c762e776256988f307d598
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--payment-lightgray.png?logo=github
:target: https://github.com/OCA/bank-payment/tree/18.0/account_banking_mandate_sale_contact
:alt: OCA/bank-payment
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/bank-payment-18-0/bank-payment-18-0-account_banking_mandate_sale_contact
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-payment&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module combines the functionality of account_banking_mandate_sale
with account_banking_mandate_contact and to allows you to add a specific
contact mandate to sale orders.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module, you need to:

1. Go to Settings/Sales/Invoicing and select the Default Mandates
option. This allows you to choose if you want the mandate of the sale
partner, invoice address or delivery address.
2. If you want to specifically change the default mandate for a
customer, you can go to the "Sales & Purchase" tab of his contact
form.

Usage
=====

For selecting the mandate at contact level:

1. Go to *Invoicing > Customers > Customers*.
2. Open or create one contact.
3. On the "Sales & Purchase" page, fill *Contact Mandate*.

Then, when you select a payment mode that requires mandate on a sale
order, Odoo will choose the mandate selected at contact level. That
mandate will be copied from the sale order to the invoice.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/bank-payment/issues/new?body=module:%20account_banking_mandate_sale_contact%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Alberto Martínez

Contributors
------------

- `Sygel <https://www.sygel.es>`__:

- Alberto Martínez <[email protected]>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-tisho99| image:: https://github.com/tisho99.png?size=40px
:target: https://github.com/tisho99
:alt: tisho99

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-tisho99|

This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/18.0/account_banking_mandate_sale_contact>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions account_banking_mandate_sale_contact/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
17 changes: 17 additions & 0 deletions account_banking_mandate_sale_contact/__manifest__.py
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# Copyright 2024 Alberto Martínez <[email protected]>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Account Banking Mandate Sale Contact",
"summary": "Add a specific contact mandate to sale orders",
"version": "18.0.1.0.0",
"development_status": "Beta",
"category": "Banking addons",
"website": "https://github.com/OCA/bank-payment",
"author": "Alberto Martínez, Odoo Community Association (OCA)",
"maintainers": ["tisho99"],
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": ["account_banking_mandate_contact", "account_banking_mandate_sale"],
"data": ["views/res_config_settings.xml", "views/res_partner.xml"],
}
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_banking_mandate_sale_contact
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 17.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__commercial_partner_id
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__commercial_partner_id
msgid "Commercial Customer Mandate"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_company
msgid "Companies"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_config_settings
msgid "Config Settings"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model,name:account_banking_mandate_sale_contact.model_res_partner
msgid "Contact"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_id
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_id
msgid "Customer Mandate"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
#: model:ir.model.fields,field_description:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
msgid "Default Sale Mandate Contact"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_shipping_id
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_shipping_id
msgid "Delivery Address Mandate"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_company__sale_default_mandate_contact__partner_invoice_id
#: model:ir.model.fields.selection,name:account_banking_mandate_sale_contact.selection__res_partner__sale_default_mandate_contact__partner_invoice_id
msgid "Invoice Address Mandate"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model,name:account_banking_mandate_sale_contact.model_sale_order
msgid "Sales Order"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_company__sale_default_mandate_contact
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_config_settings__sale_default_mandate_contact
msgid ""
"The contact of this company in which odoo will search for the mandate on sales\n"
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
"- False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
msgid ""
"The contact of this company in which odoo will search for the mandate on sales. \r"
"-Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company. \r"
"-Commercial Customer Mandate: Odoo will look the mandate in the sale partner company. \r"
"-Invoice Address Mandate: Odoo will look the mandate in the sale invoice address. \r"
"-Delivery Address Mandate: Odoo will look the mandate in the sale delivery address. \r"
"-False: Odoo will use the first mandate he founds for the partner company. Odoo will also use this option if no default mandate is found in the partner of the above options"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model_terms:ir.ui.view,arch_db:account_banking_mandate_sale_contact.res_config_settings_view_form_inherit_sale_default_mandates
msgid "The partner of the sales in which odoo will search for the mandate"
msgstr ""

#. module: account_banking_mandate_sale_contact
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_partner__sale_default_mandate_contact
#: model:ir.model.fields,help:account_banking_mandate_sale_contact.field_res_users__sale_default_mandate_contact
msgid ""
"The partner of the sales in which odoo will search for the mandate\n"
"- Customer Mandate: Odoo will look the mandate in the sale partner, whether is an individual or the company\n"
"- Commercial Customer Mandate: Odoo will look the mandate in the sale partner company\n"
"- Invoice Address Mandate: Odoo will look the mandate in the sale invoice address\n"
"- Delivery Address Mandate: Odoo will look the mandate in the sale delivery address\n"
"- False: Odoo will use the company configuration option"
msgstr ""
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