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28bb558
[ADD] account_banking_mandate, spliting functionality in two modules
pedrobaeza Oct 8, 2014
06bdf89
[FIX+IMP] account_banking_mandate: Several things
Jan 14, 2015
a6ee8c4
Add requested descriptions in an OCA README.rst file
phschmidt Jun 1, 2015
16696a0
Port SEPA modules to new API
alexis-via Jun 5, 2015
583be20
[IMP] account_banking_mandate: Add report SEPA mandate.
sergio-teruel Jun 18, 2015
7f51fc7
[FIX] account_banking_mandate: Fix name_get call
pedrobaeza Feb 1, 2016
92ca295
[FIX] Allow to select bank account when creating a mandate
antespi Feb 10, 2016
6cddcf6
[FIX] account_banking_mandate: es translation
pedrobaeza Feb 13, 2016
961b307
Mandates multicompany error #242
DarioLodeiros Feb 14, 2016
592b5ff
Add bank.payment.lines object to allow grouping in the payments
alexis-via Sep 21, 2015
93d47e9
[IMP] account_banking_mandate: Cleanup
pedrobaeza Feb 15, 2016
f28d753
[FIX+IMP] account_banking_mandate: Several fixes and imps:
sergio-teruel Apr 1, 2016
d677b0a
[MIG] account_banking_mandate: Migration to v9
alexis-via Apr 29, 2016
18d1567
Port almost all modules to v10 (#305)
Oct 19, 2016
379ddc9
[IMP] account_banking_mandate: Fill mandate in invoices if none is pr…
pedrobaeza Apr 2, 2017
94ece73
[FIX][10.0] account_banking_mandate: onchange return value missing (#…
astirpe Aug 22, 2017
f79acbe
[MIG] account_payment_mandate: Migration to 11.0
etobella Oct 16, 2017
c48a4cf
[IMP] account_banking_mandate: Fill payment line with first valid man…
carlosdauden Oct 24, 2017
a1ca44d
add rests. Add better multicompany support
JordiBForgeFlow Nov 7, 2017
0104ef2
OCA Transbot updated translations from Transifex
oca-transbot Nov 25, 2017
2b7e493
[FIX] account_banking_mandate: If Create and edit acc_number not set
carlosdauden Nov 27, 2017
f44c5e1
[FIX] minor fix
rgarnau Feb 7, 2018
bf8438f
[FIX] account_banking_mandate: _onchange_partner_id missing return (#…
ozono Feb 20, 2018
5373ed8
[FIX] account_banking_sepa_direct_debit:
pedrobaeza Mar 8, 2018
f0d2ab2
[FIX] account_banking_mandate: Add signature_date for _check_valid_st…
lembregtse May 23, 2018
22d3412
[FIX] account_banking_mandate: Condition is reversed
pedrobaeza Nov 26, 2018
9d38870
[12.0][mig] account_banking_mandate: Migrate to V12.0
sergio-teruel Nov 5, 2018
03c32e7
[MIG] account_banking_mandate: Finish migration to v12
pedrobaeza Dec 13, 2018
6684a24
[REF] Banking Mandate: searches with sudo in constraint
ThomasBinsfeld Mar 15, 2019
7e6db19
[REF] Banking Mandate: move payment lines list in shortcut button
ThomasBinsfeld Mar 12, 2019
2ee2d99
[FIX] Banking Mandate: local variable referenced before assignment
ThomasBinsfeld May 7, 2019
368605c
[IMP] Banking Mandate: deletion of bank accounts linked to mandates
ThomasBinsfeld May 8, 2019
8ea7284
[REF] Banking Mandate: indexes on bank account and partner
ThomasBinsfeld May 8, 2019
591386f
[IMP] Banking Mandate: set reference at creation if falsy value in dict
ThomasBinsfeld May 8, 2019
e2179ff
[IMP] account_banking_mandate: Put binary field as attachment
pedrobaeza May 12, 2019
6f058aa
[FIX] account_banking_mandate: Adapt migration script to v12
pedrobaeza Jun 17, 2019
2366a93
[FIX] account_banking_mandate: flake8
pedrobaeza Jun 17, 2019
06f9645
[IMP] account_banking_mandate: Show acc number end in name_get
carlosdauden Feb 19, 2020
1530f95
[IMP] account_banking_madante: black, isort
misern2 Mar 26, 2020
f6cc6f7
[MIG] account_banking_mandate: Migration to 13.0
misern2 Mar 27, 2020
9a90c57
[FIX] multicompany rule
astirpe Apr 10, 2020
4945c0c
[13.0][FIX] account_banking_mandate: Set Force company
etobella May 15, 2020
0b8224b
[13.0][IMP]move payment order menus
luc-demeyer Jul 24, 2020
65834d8
[IMP] account_banking_mandate: Improve inheritability
carlosdauden Oct 22, 2020
0421246
[13.0][FIX] account_banking_mandate: fixes singleton error when posti…
rescola Dec 1, 2020
a983896
[OU] account_banking_mandate: Transfer mandate in invoices
pedrobaeza Dec 4, 2020
b973686
[MIG] account_banking_mandate: Migration to 14.0
alexis-via Dec 23, 2020
89d4992
[IMP] account_banking_mandate: black, isort, etc...
alexis-via Dec 24, 2020
0e6b3ba
[RFR] Simplify datamodel
StefanRijnhart Jan 8, 2021
cdaee53
[FIX] account_banking_mandate: Fix tests
joao-p-marques Feb 25, 2021
f81fd80
[14.0][FIX] - account_banking_mandate: Fix migration script
sbejaoui Jul 19, 2021
223b8b6
[FIX] account_banking_mandate: only use mandate_required in invoices
MiquelRForgeFlow Mar 8, 2022
1735d73
[MIG]account_banking_mandate: Migration to 15.0
manuelregidor Apr 7, 2022
6cdc3b4
[IMP] account_banking_mandate: change development_status to Productio…
Dec 7, 2022
ee884da
[16.0][MIG] account_banking_mandate: migration to 16.0
gfcapalbo Jan 13, 2023
20a1e24
[FIX] account_move and account_banking_mandate is not overriding the …
ramiadavid Apr 26, 2023
4a48aea
[IMP] maccount_banking_mandate: compute mandate_id
dzungtran89 Mar 31, 2023
34d6ce3
[IMP] account_banking_mandate: Display mandate_id field in the form v…
victoralmau Oct 6, 2023
8e8d1da
[IMP] account_banking_mandate: Allow sequence to be multi-company
victoralmau Sep 19, 2023
4ab0dd8
[IMP] account_banking_mandate: Allow to set a specific mandate refere…
victoralmau Sep 19, 2023
89ff2e0
[16.0][FIX]account_banking_mandate: mandate_partner_bank_form columns
Tisho99 Dec 18, 2023
806dc8f
[FIX] Use correct company when search for mandate_id
hugosantosred Feb 6, 2024
ab17933
[IMP] account_banking_mandate: pre-commit auto fixes
ramiadavid Mar 2, 2024
2b7c884
[MIG] account_banking_mandate: Migration to 17.0
ramiadavid Mar 2, 2024
9362088
[UPD] Update account_banking_mandate.pot
Mar 6, 2024
4c66aff
[BOT] post-merge updates
OCA-git-bot Mar 6, 2024
e43893c
Translated using Weblate (Italian)
mymage Mar 7, 2024
7f79ef0
[FIX] account_banking_mandate: change name_get method to use _compute…
Apr 25, 2024
82ede12
[BOT] post-merge updates
OCA-git-bot Apr 26, 2024
f8c8dc2
Translated using Weblate (Italian)
mymage May 3, 2024
bf0fdbd
Translated using Weblate (Catalan)
Jesarregui May 8, 2024
2961e30
[IMP] account_banking_mandate_contact: Improve tests (remove mock)
victoralmau May 8, 2024
dda8d8d
[UPD] Update account_banking_mandate.pot
Jul 16, 2024
603a57c
Update translation files
weblate Jul 16, 2024
c1b73c4
[IMP] account_banking_mandate: Set sequence when creating a mandate w…
victoralmau Jul 25, 2024
2deea4b
[BOT] post-merge updates
OCA-git-bot Aug 6, 2024
5deae0a
[IMP] account_banking_mandate: test performance improvement
josep-tecnativa Oct 16, 2023
ec50774
[BOT] post-merge updates
OCA-git-bot Sep 20, 2024
90c0d62
[IMP] account_banking_mandate: Remove dependancies on demo data on tests
etobella Dec 23, 2024
e36abff
[IMP] account_banking_mandate: pre-commit fixes
JordiMForgeFlow Apr 17, 2025
d0d6adb
[MIG] account_banking_mandate: migration to V18
JordiMForgeFlow Apr 17, 2025
24a42d4
[UPD] Update account_banking_mandate.pot
Apr 17, 2025
72aa479
[BOT] post-merge updates
OCA-git-bot Apr 17, 2025
5817a92
Translated using Weblate (French)
bonninguer Apr 19, 2025
b7dfc28
[FIX] account_banking_mandate: fix mandates button display in partner…
JordiMForgeFlow Apr 17, 2025
06833e5
[BOT] post-merge updates
OCA-git-bot Apr 22, 2025
8041202
Translated using Weblate (Italian)
mymage May 6, 2025
a5e063e
[FIX] account_banking_mandate: fix wrong invisible attrs on list view
xaviedoanhduy May 19, 2025
840c234
[IMP] account_banking_mandate: _rec_names_search
eugenios73 May 19, 2025
df49ef5
[BOT] post-merge updates
OCA-git-bot May 20, 2025
1121bd2
[IMP] account_banking_mandate: add mandate field on account payment
JordiMForgeFlow May 19, 2025
bd485e4
[BOT] post-merge updates
OCA-git-bot May 21, 2025
b1d3807
[UPD] Update account_banking_mandate.pot
May 21, 2025
81d1d6f
[BOT] post-merge updates
OCA-git-bot May 21, 2025
ad84f5b
Update translation files
weblate May 21, 2025
18a93ed
Translated using Weblate (Italian)
mymage May 22, 2025
641e47e
[UPD] Update account_banking_mandate.pot
Jun 30, 2025
d9f067f
Update translation files
weblate Jun 30, 2025
72cf6be
[IMP] account_banking_mandate: pre-commit auto fixes
Alexgars73 Oct 14, 2025
09d5437
[MIG] account_banking_mandate : Migration to 19.0
Alexgars73 Oct 14, 2025
0a0bfb9
[DON'T MERGE] test-requirements.txt
Alexgars73 Oct 14, 2025
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112 changes: 112 additions & 0 deletions account_banking_mandate/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=======================
Account Banking Mandate
=======================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:7f689a55aab145724c89e33d27751434b5828be95ed983ead74f26d64f2194cd
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/license-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/19.0/account_banking_mandate
: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-19-0/bank-payment-19-0-account_banking_mandate
: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=19.0
:alt: Try me on Runboat

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

This module adds a generic model for banking mandates. These mandates
can be specialized to fit any banking mandates (such as sepa or lsv).

A banking mandate is attached to a bank account and represents an
authorization that the bank account owner gives to a company for a
specific operation (such as direct debit). You can setup mandates from
the accounting menu or directly from a bank account.

**Table of contents**

.. contents::
:local:

Installation
============

This module depends on : \* account_payment

This module is part of the OCA/bank-payment suite.

Usage
=====

To use this module, see menu "Invoicing/Accounting > Customers > Debit
Orders"

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%0Aversion:%2019.0%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
-------

* Compassion CH
* Tecnativa
* Akretion
* Therp B.V.

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

- Alexis de Lattre <[email protected]>
- Pedro M. Baeza <[email protected]>
- Alexandre Fayolle
- Stéphane Bidoul <[email protected]>
- Sergio Teruel <[email protected]>
- Cédric Pigeon <[email protected]>
- Carlos Dauden <[email protected]>
- Marçal Isern <[email protected]>
- Andrea Stirpe <[email protected]>
- Manuel Regidor <[email protected]>
- Giovanni Francesco Capalbo <[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.

This module is part of the `OCA/bank-payment <https://github.com/OCA/bank-payment/tree/19.0/account_banking_mandate>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions account_banking_mandate/__init__.py
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@@ -0,0 +1 @@
from . import models
33 changes: 33 additions & 0 deletions account_banking_mandate/__manifest__.py
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# Copyright 2014 Compassion CH - Cyril Sester <[email protected]>
# Copyright 2014 Tecnativa - Pedro M. Baeza
# Copyright 2015-2020 Akretion - Alexis de Lattre <[email protected]>
# Copyright 2017 Tecnativa - Carlos Dauden <[email protected]>
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

{
"name": "Account Banking Mandate",
"summary": "Banking mandates",
"version": "19.0.1.0.0",
"development_status": "Production/Stable",
"license": "AGPL-3",
"author": "Compassion CH, "
"Tecnativa, "
"Akretion, "
"Therp B.V., "
"Odoo Community Association (OCA)",
"website": "https://github.com/OCA/bank-payment",
"category": "Banking addons",
"depends": ["account_payment_order"],
"data": [
"views/account_banking_mandate_view.xml",
"views/account_payment_method.xml",
"views/account_move_view.xml",
"views/account_payment_line.xml",
"views/res_partner_bank_view.xml",
"views/res_partner.xml",
"data/mandate_reference_sequence.xml",
"security/mandate_security.xml",
"security/ir.model.access.csv",
],
"installable": True,
}
10 changes: 10 additions & 0 deletions account_banking_mandate/data/mandate_reference_sequence.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="dd_mandate_seq" model="ir.sequence">
<field name="name">DD Mandate Reference</field>
<field name="code">account.banking.mandate</field>
<field name="prefix">BM</field>
<field name="padding" eval="7" />
<field name="company_id" eval="False" />
</record>
</odoo>
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