diff --git a/account_vendor_bank_account_default_purchase/README.rst b/account_vendor_bank_account_default_purchase/README.rst new file mode 100644 index 00000000000..fc86b3c710c --- /dev/null +++ b/account_vendor_bank_account_default_purchase/README.rst @@ -0,0 +1,123 @@ +============================================ +Account Vendor Bank Account Default Purchase +============================================ + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:7432c01bfda71a6d355decfea6e9d9754a1f8ea1c138770fcceeb476ccdadacf + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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_vendor_bank_account_default_purchase + :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_vendor_bank_account_default_purchase + :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 allows you to set a default bank account purchase orders. +That bank account will be propagated to its vendor bills. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure this module, you need to: + +- Go to a partner form view, and edit the Default Bank Account in the + Sales and Purchase tab. The partner must be set as a 'company', or as + an individual without a parent company. + + **Note:** If you do not set this value, it will be equal to the first + bank account created in the contact. This is the standard behaviour of + Odoo + +- You can disable the default bank account option at contact level, + unmarking the "Has Default Bank Account" check. + +Usage +===== + +To use this module, you need to: + +1. Create a purchase order. On the other info tab you can see its bank + account, which will be equal to the configured in the partner's + "Default Bank Account" field. +2. Confirm the purchase and create its vendor bill. Its recipient bank + account will be equal to the purchase's bank account. + +Known issues / Roadmap +====================== + +- This module depends on account_payment_purchase. If the payment mode + of the purchase has a payment method that does not require a bank + account, the default bank account will be empty. + +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 to smash it by providing a detailed and welcomed +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* Sygel + +Contributors +------------ + +- `Sygel `__: + + - Harald Panten + - Valentin Vinagre + - Alberto Martínez + +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 `__: + +|maintainer-tisho99| + +This module is part of the `OCA/bank-payment `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_vendor_bank_account_default_purchase/__init__.py b/account_vendor_bank_account_default_purchase/__init__.py new file mode 100644 index 00000000000..31660d6a965 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from . import models diff --git a/account_vendor_bank_account_default_purchase/__manifest__.py b/account_vendor_bank_account_default_purchase/__manifest__.py new file mode 100644 index 00000000000..a69c94dddff --- /dev/null +++ b/account_vendor_bank_account_default_purchase/__manifest__.py @@ -0,0 +1,18 @@ +# Copyright 2024 Alberto Martínez +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +{ + "name": "Account Vendor Bank Account Default Purchase", + "summary": "Set a default bank account purchase orders", + "version": "18.0.1.0.0", + "category": "Banking addons", + "website": "https://github.com/OCA/bank-payment", + "author": "Sygel, Odoo Community Association (OCA)", + "maintainers": ["tisho99"], + "license": "AGPL-3", + "application": False, + "installable": True, + "depends": [ + "account_payment_purchase", + "account_vendor_bank_account_default", + ], +} diff --git a/account_vendor_bank_account_default_purchase/i18n/account_vendor_bank_account_default_purchase.pot b/account_vendor_bank_account_default_purchase/i18n/account_vendor_bank_account_default_purchase.pot new file mode 100644 index 00000000000..82ad22bd4e5 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/i18n/account_vendor_bank_account_default_purchase.pot @@ -0,0 +1,19 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_vendor_bank_account_default_purchase +# +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_vendor_bank_account_default_purchase +#: model:ir.model,name:account_vendor_bank_account_default_purchase.model_purchase_order +msgid "Purchase Order" +msgstr "" diff --git a/account_vendor_bank_account_default_purchase/i18n/ca.po b/account_vendor_bank_account_default_purchase/i18n/ca.po new file mode 100644 index 00000000000..ff520a1c3d6 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/i18n/ca.po @@ -0,0 +1,22 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_vendor_bank_account_default_purchase +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-08-09 08:58+0000\n" +"Last-Translator: Alberto Martínez \n" +"Language-Team: none\n" +"Language: ca\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 5.6.2\n" + +#. module: account_vendor_bank_account_default_purchase +#: model:ir.model,name:account_vendor_bank_account_default_purchase.model_purchase_order +msgid "Purchase Order" +msgstr "Ordre de compra" diff --git a/account_vendor_bank_account_default_purchase/i18n/es.po b/account_vendor_bank_account_default_purchase/i18n/es.po new file mode 100644 index 00000000000..3d980d96c36 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/i18n/es.po @@ -0,0 +1,22 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_vendor_bank_account_default_purchase +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-08-06 11:58+0000\n" +"Last-Translator: Alberto Martínez \n" +"Language-Team: none\n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 5.6.2\n" + +#. module: account_vendor_bank_account_default_purchase +#: model:ir.model,name:account_vendor_bank_account_default_purchase.model_purchase_order +msgid "Purchase Order" +msgstr "Pedido de compra" diff --git a/account_vendor_bank_account_default_purchase/i18n/it.po b/account_vendor_bank_account_default_purchase/i18n/it.po new file mode 100644 index 00000000000..d03c74c6141 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/i18n/it.po @@ -0,0 +1,22 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * account_vendor_bank_account_default_purchase +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 17.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2024-08-05 09:58+0000\n" +"Last-Translator: mymage \n" +"Language-Team: none\n" +"Language: it\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 5.6.2\n" + +#. module: account_vendor_bank_account_default_purchase +#: model:ir.model,name:account_vendor_bank_account_default_purchase.model_purchase_order +msgid "Purchase Order" +msgstr "Ordine di acquisto" diff --git a/account_vendor_bank_account_default_purchase/models/__init__.py b/account_vendor_bank_account_default_purchase/models/__init__.py new file mode 100644 index 00000000000..9b3b3d418ee --- /dev/null +++ b/account_vendor_bank_account_default_purchase/models/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from . import purchase_order diff --git a/account_vendor_bank_account_default_purchase/models/purchase_order.py b/account_vendor_bank_account_default_purchase/models/purchase_order.py new file mode 100644 index 00000000000..6ea0ad50185 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/models/purchase_order.py @@ -0,0 +1,32 @@ +# Copyright 2024 Alberto Martínez +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + + +from odoo import api, models + + +class PurchaseOrder(models.Model): + _inherit = "purchase.order" + + def _get_default_supplier_partner_bank(self, partner): + if not partner.has_default_bank_id: + return False + elif partner.default_bank_id: + return partner.default_bank_id.id + else: + return super()._get_default_supplier_partner_bank(partner) + + @api.depends("partner_id", "company_id") + def _compute_payment_mode(self): + res = super()._compute_payment_mode() + for order in self: + if ( + order.payment_mode_id.payment_method_id.bank_account_required + and order.partner_id + ): + order.supplier_partner_bank_id = ( + order._get_default_supplier_partner_bank(order.partner_id) + ) + else: + order.supplier_partner_bank_id = False + return res diff --git a/account_vendor_bank_account_default_purchase/pyproject.toml b/account_vendor_bank_account_default_purchase/pyproject.toml new file mode 100644 index 00000000000..4231d0cccb3 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/pyproject.toml @@ -0,0 +1,3 @@ +[build-system] +requires = ["whool"] +build-backend = "whool.buildapi" diff --git a/account_vendor_bank_account_default_purchase/readme/CONFIGURE.md b/account_vendor_bank_account_default_purchase/readme/CONFIGURE.md new file mode 100755 index 00000000000..8c8fb536744 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/readme/CONFIGURE.md @@ -0,0 +1,11 @@ +To configure this module, you need to: + +- Go to a partner form view, and edit the Default Bank Account in the + Sales and Purchase tab. The partner must be set as a 'company', or as an + individual without a parent company. + + **Note:** If you do not set this value, it will be equal to the first + bank account created in the contact. This is the standard behaviour of Odoo + +- You can disable the default bank account option at contact level, unmarking the + "Has Default Bank Account" check. diff --git a/account_vendor_bank_account_default_purchase/readme/CONTRIBUTORS.md b/account_vendor_bank_account_default_purchase/readme/CONTRIBUTORS.md new file mode 100755 index 00000000000..e614fca54fe --- /dev/null +++ b/account_vendor_bank_account_default_purchase/readme/CONTRIBUTORS.md @@ -0,0 +1,4 @@ +- [Sygel](https://www.sygel.es): + - Harald Panten + - Valentin Vinagre + - Alberto Martínez diff --git a/account_vendor_bank_account_default_purchase/readme/DESCRIPTION.md b/account_vendor_bank_account_default_purchase/readme/DESCRIPTION.md new file mode 100755 index 00000000000..6f8d673fbcf --- /dev/null +++ b/account_vendor_bank_account_default_purchase/readme/DESCRIPTION.md @@ -0,0 +1,2 @@ +This module allows you to set a default bank account purchase orders. +That bank account will be propagated to its vendor bills. diff --git a/account_vendor_bank_account_default_purchase/readme/ROADMAP.md b/account_vendor_bank_account_default_purchase/readme/ROADMAP.md new file mode 100755 index 00000000000..c8c02084585 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/readme/ROADMAP.md @@ -0,0 +1 @@ +- This module depends on account_payment_purchase. If the payment mode of the purchase has a payment method that does not require a bank account, the default bank account will be empty. diff --git a/account_vendor_bank_account_default_purchase/readme/USAGE.md b/account_vendor_bank_account_default_purchase/readme/USAGE.md new file mode 100755 index 00000000000..0bb6478c197 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/readme/USAGE.md @@ -0,0 +1,4 @@ +To use this module, you need to: + +1. Create a purchase order. On the other info tab you can see its bank account, which will be equal to the configured in the partner's "Default Bank Account" field. +2. Confirm the purchase and create its vendor bill. Its recipient bank account will be equal to the purchase's bank account. diff --git a/account_vendor_bank_account_default_purchase/static/description/icon.png b/account_vendor_bank_account_default_purchase/static/description/icon.png new file mode 100755 index 00000000000..3a0328b516c Binary files /dev/null and b/account_vendor_bank_account_default_purchase/static/description/icon.png differ diff --git a/account_vendor_bank_account_default_purchase/static/description/icon.svg b/account_vendor_bank_account_default_purchase/static/description/icon.svg new file mode 100755 index 00000000000..a7a26d0932a --- /dev/null +++ b/account_vendor_bank_account_default_purchase/static/description/icon.svg @@ -0,0 +1,79 @@ + + + + + + + + image/svg+xml + + + + + + + + + + + diff --git a/account_vendor_bank_account_default_purchase/static/description/index.html b/account_vendor_bank_account_default_purchase/static/description/index.html new file mode 100644 index 00000000000..571e4463a46 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/static/description/index.html @@ -0,0 +1,469 @@ + + + + + +Account Vendor Bank Account Default Purchase + + + +
+

Account Vendor Bank Account Default Purchase

+ + +

Beta License: AGPL-3 OCA/bank-payment Translate me on Weblate Try me on Runboat

+

This module allows you to set a default bank account purchase orders. +That bank account will be propagated to its vendor bills.

+

Table of contents

+ +
+

Configuration

+

To configure this module, you need to:

+
    +

  • Go to a partner form view, and edit the Default Bank Account in the +Sales and Purchase tab. The partner must be set as a ‘company’, or as +an individual without a parent company.

    +

    Note: If you do not set this value, it will be equal to the first +bank account created in the contact. This is the standard behaviour of +Odoo

    +
    • +

  • You can disable the default bank account option at contact level, +unmarking the “Has Default Bank Account” check.

    +
    • +
+
+
+

Usage

+

To use this module, you need to:

+
    +
  1. Create a purchase order. On the other info tab you can see its bank +account, which will be equal to the configured in the partner’s +“Default Bank Account” field.
    2. +
  2. Confirm the purchase and create its vendor bill. Its recipient bank +account will be equal to the purchase’s bank account.
    3. +
+
+
+

Known issues / Roadmap

+
    +
  • This module depends on account_payment_purchase. If the payment mode +of the purchase has a payment method that does not require a bank +account, the default bank account will be empty.
    • +
+
+
+

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 to smash it by providing a detailed and welcomed +feedback.

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • Sygel
    • +
+
+
+

Contributors

+
    +
  • Sygel:
      +
    • Harald Panten
      • +
    • Valentin Vinagre
      • +
    • Alberto Martínez
      • +
    +
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+ +Odoo Community Association + +

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.

+

Current maintainer:

+

tisho99

+

This module is part of the OCA/bank-payment project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/account_vendor_bank_account_default_purchase/tests/__init__.py b/account_vendor_bank_account_default_purchase/tests/__init__.py new file mode 100644 index 00000000000..252822289cd --- /dev/null +++ b/account_vendor_bank_account_default_purchase/tests/__init__.py @@ -0,0 +1,3 @@ +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from . import test_account_vendor_bank_account_default diff --git a/account_vendor_bank_account_default_purchase/tests/test_account_vendor_bank_account_default.py b/account_vendor_bank_account_default_purchase/tests/test_account_vendor_bank_account_default.py new file mode 100644 index 00000000000..2bdfa42a948 --- /dev/null +++ b/account_vendor_bank_account_default_purchase/tests/test_account_vendor_bank_account_default.py @@ -0,0 +1,125 @@ +# Copyright 2024 Alberto Martínez +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +import odoo.tests + +from odoo.addons.account.tests.common import AccountTestInvoicingCommon + + +@odoo.tests.tagged("post_install", "-at_install") +class TestAccountVendorBankAccountDefaultPurc(AccountTestInvoicingCommon): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.bank_account1 = ( + cls.env["res.partner.bank"] + .sudo() + .create( + { + "acc_number": "12341", + "partner_id": cls.partner_a.id, + } + ) + ) + cls.bank_account2 = ( + cls.env["res.partner.bank"] + .sudo() + .create( + { + "acc_number": "12342", + "partner_id": cls.partner_a.id, + } + ) + ) + cls.bank_account3 = ( + cls.env["res.partner.bank"] + .sudo() + .create( + { + "acc_number": "12343", + "partner_id": cls.partner_a.id, + } + ) + ) + cls.product_a.type = "service" + cls.manual_out = cls.env.ref("account.account_payment_method_manual_out") + cls.journal_c1 = ( + cls.env["account.journal"] + .sudo() + .create({"name": "J1", "code": "J1", "type": "bank"}) + ) + cls.supplier_payment_mode = ( + cls.env["account.payment.mode"] + .sudo() + .create( + { + "name": "Suppliers Bank 1", + "bank_account_link": "variable", + "payment_method_id": cls.manual_out.id, + "show_bank_account_from_journal": True, + "fixed_journal_id": cls.journal_c1.id, + "variable_journal_ids": [(6, 0, [cls.journal_c1.id])], + } + ) + ) + cls.partner_a.supplier_payment_mode_id = cls.supplier_payment_mode + + def create_purchase(self): + return self.env["purchase.order"].create( + { + "partner_id": self.partner_a.id, + "order_line": [ + ( + 0, + 0, + { + "product_id": self.product_a.id, + "name": self.product_a.name, + "product_qty": 1.0, + }, + ) + ], + } + ) + + def test_account_default_purchase(self): + # Test the default partner account in purchase orders and its invoice + self.partner_a.user_default_bank_id = self.bank_account2 + self.supplier_payment_mode.payment_method_id.bank_account_required = True + purchase_id = self.create_purchase() + self.assertEqual(purchase_id.supplier_partner_bank_id, self.bank_account2) + purchase_id.button_confirm() + invoice_id = ( + self.env["account.move"] + .browse(purchase_id.action_create_invoice()["res_id"]) + .exists() + ) + self.assertEqual(invoice_id.partner_bank_id, self.bank_account2) + + def test_no_account_default_purchase(self): + # Test no bank account if bank_account is not required in payment mode + self.partner_a.user_default_bank_id = self.bank_account2 + self.supplier_payment_mode.payment_method_id.bank_account_required = False + purchase_id = self.create_purchase() + self.assertFalse(purchase_id.supplier_partner_bank_id) + + def test_account_default_invoice_purchase(self): + # Test the bank account propagation to invoices + self.partner_a.user_default_bank_id = self.bank_account2 + self.supplier_payment_mode.payment_method_id.bank_account_required = True + purchase_id = self.create_purchase() + purchase_id.supplier_partner_bank_id = self.bank_account3 + purchase_id.button_confirm() + invoice_id = ( + self.env["account.move"] + .browse(purchase_id.action_create_invoice()["res_id"]) + .exists() + ) + self.assertEqual(invoice_id.partner_bank_id, self.bank_account3) + + def test_no_payment_mode(self): + # Test no bank account on purchases without payment mode + self.partner_a.user_default_bank_id = self.bank_account2 + self.partner_a.supplier_payment_mode_id = False + purchase_id = self.create_purchase() + self.assertFalse(purchase_id.supplier_partner_bank_id) diff --git a/test-requirements.txt b/test-requirements.txt new file mode 100644 index 00000000000..47e5f71d9df --- /dev/null +++ b/test-requirements.txt @@ -0,0 +1 @@ +odoo-addon-account_vendor_bank_account_default @ git+https://github.com/OCA/bank-payment.git@refs/pull/1464/head#subdirectory=account_vendor_bank_account_default