[ADD]mandates_bank_accounts_portal

partner_bank_account_portal/.gitignore

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+*.*~
+*pyc

partner_bank_account_portal/README.rst

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+===============
+partner_bank_account_portal
+===============
+
+Provide portal pages and forms to manage partner's contract, bank accounts and mandates from portal home space.
+
+Installation
+============
+
+Use Odoo normal module installation procedure to install
+``partner_bank_account_portal``.
+
+Description
+===========
+
+Provide portal pages and forms to manage partner's bank accounts and mandates from portal home space.
+Also add the mandate in contract portal view
+
+Known issues / Roadmap
+======================
+
+None yet.
+Bug Tracker
+===========
+
+Bugs are tracked on `our issues website <https://github.com/elabore-coop/partner-tools/issues>`_. In case of
+trouble, please check there if your issue has already been
+reported. If you spotted it first, help us smashing it by providing a
+detailed and welcomed feedback.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Laetitia Da Costa
+
+Funders
+-------
+
+The development of this module has been financially supported by:
+* Elabore (https://elabore.coop)
+
+
+Maintainer
+----------
+
+This module is maintained by Elabore.

partner_bank_account_portal/__init__.py

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+
+from . import controllers
+from . import models

partner_bank_account_portal/__manifest__.py

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+# Copyright 2022 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Mandates and bank accounts portal",
+    "version": "16.0.1.0.0",
+    "author": "Elabore",
+    "website": "https://elabore.coop",
+    "maintainer": "Laetitia Da Costa",
+    "license": "AGPL-3",
+    "category": "Tools",
+    "summary": "Provide portal pages and forms to manage partner's bank accounts and mandates from portal home space.",
+    # any module necessary for this one to work correctly
+    "depends": [
+        "base",
+        "account",
+        "portal",
+        "website",
+        "account_banking_mandate",
+        "contract",
+        "account_payment_order",
+        "contract_mandate",
+    ],  
+    "qweb": [],
+    "external_dependencies": {
+        "python": [],
+    },
+    # always loaded
+    "data": [
+        "security/members_security.xml",
+        "security/ir.model.access.csv",
+        "views/portal_my_home_template.xml",
+        "views/portal_my_bank_accounts_template.xml",
+        "views/portal_my_bank_account_template.xml",
+        "views/portal_my_mandates_template.xml",
+        "views/portal_my_mandate_template.xml",
+        "views/portal_my_contract_template_inherit.xml",
+    ],
+    # only loaded in demonstration mode
+    "demo": [],
+    "js": [],
+    "css": [],
+    "installable": True,
+    # Install this module automatically if all dependency have been previously
+    # and independently installed.  Used for synergetic or glue modules.
+    "auto_install": False,
+    "application": False,
+}

partner_bank_account_portal/controllers/__init__.py

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+from . import portal_my_bank_accounts
+from . import portal_my_bank_account
+from . import portal_my_mandates
+from . import portal_my_mandate

partner_bank_account_portal/controllers/portal_my_bank_account.py

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+# Copyright 2020 Lokavaluto ()
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+import base64
+from odoo import http, tools, _
+from odoo.exceptions import AccessError, MissingError
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+
+
+class CustomerPortalBankAccount(CustomerPortal):
+
+    def _bank_account_get_page_view_values(self, bank_account, access_token, **kwargs):
+        values = {
+            "page_name": "bank_account",
+            "bank_account": bank_account,
+        }
+        return self._get_page_view_values(
+            bank_account, access_token, values, "my_bank_accounts_history", False, **kwargs
+        )
+
+    def _details_bank_account_form_validate(self, data, bank_account_id):
+        error = dict()
+        error_message = []
+        # public name uniqueness
+        if data.get("public_name") and request.env["res.partner"].sudo().search(
+            [
+                ("name", "=", data.get("public_name")),
+                ("is_public_profile", "=", True),
+                ("contact_id", "!=", bank_account_id),
+            ]
+        ):
+            error["public_name"] = "error"
+            error_message.append(
+                _("This public name is already used, please find an other idea.")
+            )
+
+        # email validation
+        if data.get("email") and not tools.single_email_re.match(data.get("email")):
+            error["email"] = "error"
+            error_message.append(
+                _("Invalid Email! Please enter a valid email address.")
+            )
+        return error, error_message
+
+    def _get_bank_account_fields(self):
+        fields = [
+            "acc_number",
+            "acc_holder_name",
+        ]
+        return fields
+
+    def _get_id_fields(self):
+        fields = [
+            "bank_id",
+        ]
+        return fields
+
+    def _get_main_boolean_bank_account_fields(self):
+        '''Provides the fields for which we must check the presence
+        in form's kw to know the value to save in the partner field.
+        All of them MUST start with "main_".'''
+        fields = []
+        return fields
+
+    def _transform_res_partner_fields(self, kw, bank_account_fields, prefix=""):
+        '''Transforms kw's values in res_partner fields and values'''
+        return {key[len(prefix):]: kw[key] for key in bank_account_fields if key in kw}
+
+    def _cast_id_fields(self, kw, id_fields):
+        '''Cast ids fields in kw's values into a integer'''
+        result = {}
+        for key in id_fields:
+            if key in kw:
+                if kw[key] == '':
+                    result[key] = None
+                elif not isinstance(kw[key], int):
+                    result[key] = int(kw[key])
+                else:
+                    result[key] = kw[key]
+        return result
+
+    def _add_boolean_values(self, values, kw, boolean_fields, prefix=""):
+        for key in boolean_fields:
+            values.update(
+                {
+                    key[len(prefix):]: kw.get(key, "off") == "on",
+                }
+            )
+        return values
+
+    def _get_page_saving_bank_account_values(self, kw):
+        bank_account_fields = self._get_bank_account_fields()
+        values = self._transform_res_partner_fields(kw, bank_account_fields)
+        if kw["bank_id"] == '':
+            bank_id = None
+        else:
+            bank_id = int(kw["bank_id"])
+        values.update({"bank_id":bank_id})
+        return values
+
+    @http.route(
+        ["/my/bank_account/<int:bank_account_id>", "/my/bank_account/save"],
+        type="http",
+        auth="user",
+        website=True,
+    )
+    def portal_my_bank_account(
+        self,bank_account_id=None, access_token=None, redirect=None, **kw
+    ):
+        # The following condition is to transform profile_id to an int, as it is sent as a string from the templace "portal_my_profile"
+        # TODO: find a better way to retrieve the profile_id at form submit step
+        if not isinstance(bank_account_id, int):
+            bank_account_id = int(bank_account_id)
+
+        # Check that the user has the right to see this profile
+        try:
+            bank_account_sudo = self._document_check_access(
+                "res.partner.bank", bank_account_id, access_token
+            )
+        except (AccessError, MissingError):
+            return request.redirect("/my/bank_accounts")
+
+        PartnerBankAccount = request.env["res.partner.bank"]
+        user = request.env.user
+        bank_account = PartnerBankAccount.browse(bank_account_id)
+
+        values = self._bank_account_get_page_view_values(bank_account_sudo, access_token, **kw)
+        values.update(
+            {
+                "error": {},
+                "error_message": [],
+            }
+        )
+        if kw and request.httprequest.method == "POST":
+            # the user has clicked in the Save button to save new data
+            error, error_message = self._details_bank_account_form_validate(kw, bank_account_id)
+            values.update({"error": error, "error_message": error_message})
+            values.update(kw)
+            if not error:
+                # Update main profile
+                new_values = self._get_page_saving_bank_account_values(kw)
+                bank_account.sudo().write(new_values)
+                if redirect:
+                    return request.redirect(redirect)
+                return request.redirect("/my/bank_accounts")
+
+        # This is just the form page opening. We send all the data needed for the form fields
+        can_edit_bank_account = user.partner_id == bank_account.partner_id
+        banks = request.env["res.bank"].sudo().search([])
+
+        values.update(
+            {
+                "bank_account_id": bank_account_id, # Sent in order to retrieve it at submit time
+                "can_edit_bank_account": can_edit_bank_account,
+                "banks": banks,
+                "redirect": "/my/bank_account/" + str(bank_account_id) + "?success=True"
+            }
+        )
+        return request.render("partner_bank_account_portal.portal_my_bank_account", values) #TODO créer le template portal_my_bank_account.xml

partner_bank_account_portal/controllers/portal_my_bank_accounts.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import http, _
+from odoo.osv import expression
+from odoo.addons.portal.controllers.portal import CustomerPortal, pager as portal_pager
+from odoo.exceptions import AccessError, MissingError
+from collections import OrderedDict
+from odoo.http import request
+
+
+class CustomerPortalBankAccounts(CustomerPortal):
+
+    def _prepare_home_portal_values(self, counters):
+        values = super()._prepare_home_portal_values(counters)
+        if 'bank_account_count' in counters:
+            bank_account_count = request.env['res.partner.bank'].search_count([])
+            values['bank_account_count'] = bank_account_count
+        return values
+
+    def _get_account_searchbar_sortings(self):
+        res = super()._get_account_searchbar_sortings()
+        res['acc_number'] = {'label': _('IBAN'), 'order': 'acc_number'}
+        return res
+
+
+
+    @http.route(['/my/bank_accounts', '/my/bank_accounts/page/<int:page>'], type='http', auth="user", website=True)
+    def portal_my_bank_accounts(self, page=1, date_begin=None, date_end=None, sortby=None, filterby=None, **kw):
+        values = self._prepare_my_bank_accounts_values(page, date_begin, date_end, sortby, filterby)
+
+        # pager
+        pager = portal_pager(**values['pager'])
+
+        # content according to pager and archive selected
+        bank_accounts = values['bank_accounts'](pager['offset'])
+        request.session['bank_accounts_history'] = bank_accounts.ids[:100]
+
+        values.update({
+            'bank_accounts': bank_accounts,
+            'pager': pager,
+        })
+        return request.render("partner_bank_account_portal.portal_my_bank_accounts", values)
+
+    def _get_bank_accounts_domain(self):
+        return [('active', '=', True)]
+
+
+    def _prepare_my_bank_accounts_values(self, page, date_begin, date_end, sortby, filterby, domain=None, url="/my/bank_accounts"):
+        values = self._prepare_portal_layout_values()
+        res_partner_bank = request.env['res.partner.bank']
+
+        domain = expression.AND([
+            domain or [],
+            self._get_bank_accounts_domain(),
+        ])
+
+        searchbar_sortings = self._get_account_searchbar_sortings()
+        # default sort by order
+        if not sortby:
+            sortby = 'acc_number'
+        order = searchbar_sortings[sortby]['order']
+
+        # default filter by value
+        if not filterby:
+            filterby = 'all'
+
+        if date_begin and date_end:
+            domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
+
+        values.update({
+            'date': date_begin,
+            # content according to pager and archive selected
+            # lambda function to get the invoices recordset when the pager will be defined in the main method of a route
+            'bank_accounts': lambda pager_offset: (
+                res_partner_bank.search(domain, order=order, limit=self._items_per_page, offset=pager_offset)
+                if res_partner_bank.check_access_rights('read', raise_exception=False) else
+                res_partner_bank
+            ),
+            'page_name': 'bank_accounts',
+            'pager': {  # vals to define the pager.
+                "url": url,
+                "url_args": {'date_begin': date_begin, 'date_end': date_end, 'sortby': sortby},
+                "total": res_partner_bank.search_count(domain) if res_partner_bank.check_access_rights('read', raise_exception=False) else 0,
+                "page": page,
+                "step": self._items_per_page,
+            },
+            'default_url': url,
+            'sortby': sortby,
+            'filterby': filterby,
+        })
+        return values

partner_bank_account_portal/controllers/portal_my_mandate.py

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+# Copyright 2020 Lokavaluto ()
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+import base64
+from odoo import http, tools, _
+from odoo.exceptions import AccessError, MissingError
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+
+
+class CustomerPortalMandate(CustomerPortal):
+
+    def _mandate_get_page_view_values(self, mandate, access_token, **kwargs):
+        values = {
+            "page_name": "mandate",
+            "mandate": mandate,
+        }
+        return self._get_page_view_values(
+            mandate, access_token, values, "my_mandates_history", False, **kwargs
+        )
+
+    def _details_mandate_form_validate(self, data, mandate_id):
+        error = dict()
+        error_message = []
+        # public name uniqueness
+        if data.get("public_name") and request.env["res.partner"].sudo().search(
+            [
+                ("name", "=", data.get("public_name")),
+                ("is_public_profile", "=", True),
+                ("contact_id", "!=", mandate_id),
+            ]
+        ):
+            error["public_name"] = "error"
+            error_message.append(
+                _("This public name is already used, please find an other idea.")
+            )
+
+        # email validation
+        if data.get("email") and not tools.single_email_re.match(data.get("email")):
+            error["email"] = "error"
+            error_message.append(
+                _("Invalid Email! Please enter a valid email address.")
+            )
+        return error, error_message
+
+    def _get_mandate_fields(self):
+        fields = [
+            "unique_mandate_reference",
+            "signature_date",
+            "last_debit_date",
+            "state",
+        ]
+        return fields
+
+    def _get_main_boolean_mandate_fields(self):
+        '''Provides the fields for which we must check the presence
+        in form's kw to know the value to save in the partner field.
+        All of them MUST start with "main_".'''
+        fields = []
+        return fields
+
+    def _transform_in_res_partner_fields(self, kw, mandate_fields, prefix=""):
+        '''Transforms kw's values in res_partner fields and values'''
+        return {key[len(prefix):]: kw[key] for key in mandate_fields if key in kw}
+
+    def _add_boolean_values(self, values, kw, boolean_fields, prefix=""):
+        for key in boolean_fields:
+            values.update(
+                {
+                    key[len(prefix):]: kw.get(key, "off") == "on",
+                }
+            )
+        return values
+
+    def _get_page_saving_mandate_values(self, kw):
+        mandate_fields = self._get_mandate_fields()
+        values = self._transform_in_res_partner_fields(kw, mandate_fields)
+        # boolean_fields = self._get_main_boolean_bank_account_fields()
+        # values = self._add_boolean_values(values, kw, boolean_fields)
+        return values
+
+    def _get_page_opening_values(self):
+        # Just retrieve the values to display for Selection fields
+        countries = request.env["res.country"].sudo().search([])
+        values = {
+            "countries": countries,
+        }
+        return values
+
+    @http.route(
+        ["/my/mandate/<int:mandate_id>", "/my/mandate/save"],
+        type="http",
+        auth="user",
+        website=True,
+    )
+    def portal_my_mandate(
+        self,mandate_id=None, access_token=None, redirect=None, **kw
+    ):
+        # The following condition is to transform profile_id to an int, as it is sent as a string from the templace "portal_my_profile"
+        # TODO: find a better way to retrieve the profile_id at form submit step
+        if not isinstance(mandate_id, int):
+            mandate_id = int(mandate_id)
+
+        # Check that the user has the right to see this profile
+        try:
+            mandate_sudo = self._document_check_access(
+                "account.banking.mandate", mandate_id, access_token
+            )
+        except (AccessError, MissingError):
+            return request.redirect("/my/mandates")
+
+        Mandate = request.env["account.banking.mandate"]
+        user = request.env.user
+        mandate = Mandate.browse(mandate_id)
+
+        values = self._mandate_get_page_view_values(mandate_sudo, access_token, **kw)
+        values.update(
+            {
+                "error": {},
+                "error_message": [],
+            }
+        )
+        if kw and request.httprequest.method == "POST":
+            # the user has clicked in the Save button to save new data
+            error, error_message = self._details_mandate_form_validate(kw, mandate_id)
+            values.update({"error": error, "error_message": error_message})
+            values.update(kw)
+            if not error:
+                # Update main profile
+                new_values = self._get_page_saving_mandate_values(kw)
+                mandate.sudo().write(new_values)
+                # Update public profile
+                # new_values = self._get_page_saving_public_structure_values(kw)
+                # public_profile.sudo().write(new_values)
+                # Update position profile
+                # new_values = self._get_page_saving_position_structure_values(kw)
+                # position_profile.sudo().write(new_values)
+                # End of updates
+                if redirect:
+                    return request.redirect(redirect)
+                return request.redirect("/my/mandates")
+
+        # This is just the form page opening. We send all the data needed for the form fields
+        can_edit_mandate = user.partner_id == mandate.partner_id
+        values.update(self._get_page_opening_values())
+        values.update(
+            {
+                "mandate_id": mandate_id, # Sent in order to retrieve it at submit time
+                "can_edit_mandate": can_edit_mandate,
+                "redirect": "/my/mandate/" + str(mandate_id) + "?success=True"
+            }
+        )
+        return request.render("partner_bank_account_portal.portal_my_mandate", values) #TODO créer le template portal_my_bank_account.xml

partner_bank_account_portal/controllers/portal_my_mandates.py

@@ -0,0 +1,72 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import http, _
+from odoo.osv import expression
+from odoo.addons.portal.controllers.portal import CustomerPortal, pager as portal_pager
+from odoo.exceptions import AccessError, MissingError
+from collections import OrderedDict
+from odoo.http import request
+
+
+class CustomerPortalMandates(CustomerPortal):
+
+    def _prepare_home_portal_values(self, counters):
+        values = super()._prepare_home_portal_values(counters)
+        if 'mandate_count' in counters:
+            mandate_count = request.env['account.banking.mandate'].search_count([])
+            values['mandate_count'] = mandate_count
+        return values
+
+    @http.route(['/my/mandates', '/my/mandates/page/<int:page>'], type='http', auth="user", website=True)
+    def portal_mandates(self, page=1, date_begin=None, date_end=None, filterby=None, **kw):
+        values = self._prepare_my_mandates_values(page, date_begin, date_end)
+
+        # pager
+        pager = portal_pager(**values['pager'])
+
+        # content according to pager and archive selected
+        mandates = values['mandates'](pager['offset'])
+        request.session['mandates_history'] = mandates.ids[:100]
+
+        values.update({
+            'mandates': mandates,
+            'pager': pager,
+        })
+        return request.render("partner_bank_account_portal.portal_my_mandates", values)
+
+    def _get_mandate_domain(self):
+        return []
+
+    def _prepare_my_mandates_values(self, page, date_begin, date_end, domain=None, url="/my/mandates"):
+        values = self._prepare_portal_layout_values()
+        Mandate = request.env['account.banking.mandate']
+
+        domain = expression.AND([
+            domain or [],
+            self._get_mandate_domain(),
+        ])
+        
+        if date_begin and date_end:
+            domain += [('create_date', '>', date_begin), ('create_date', '<=', date_end)]
+
+        values.update({
+            'date': date_begin,
+            # content according to pager and archive selected
+            # lambda function to get the invoices recordset when the pager will be defined in the main method of a route
+            'mandates': lambda pager_offset: (
+                Mandate.search(domain, limit=self._items_per_page, offset=pager_offset)
+                if Mandate.check_access_rights('read', raise_exception=False) else
+                Mandate
+            ),
+            'page_name': 'mandates',
+            'pager': {  # vals to define the pager.
+                "url": url,
+                "url_args": {'date_begin': date_begin, 'date_end': date_end},
+                "total": Mandate.search_count(domain) if Mandate.check_access_rights('read', raise_exception=False) else 0,
+                "page": page,
+                "step": self._items_per_page,
+            },
+            'default_url': url,
+        })
+        return values

partner_bank_account_portal/i18n/fr.po

@@ -0,0 +1,192 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_bank_account_portal
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-08-05 13:58+0000\n"
+"PO-Revision-Date: 2024-08-05 13:58+0000\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: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "1 registration"
+msgstr "1 enregistrement"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "<i class=\"fa fa-fw fa-check-circle\"/> Data saved!"
+msgstr "Données enregistrées!"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+msgid "<span class=\"fa fa-arrow-left\"/> Back to my bank accounts list"
+msgstr "<span class=\"fa fa-arrow-left\"/> Retour à la liste des comptes bancaires"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "<span class=\"fa fa-arrow-left\"/> Back to my mandates list"
+msgstr "<span class=\"fa fa-arrow-left\"/> Retour à la liste des mandats"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Associed IBAN"
+msgstr "IBAN associé"
+
+#. module: partner_bank_account_portal
+#: model:ir.model.fields,field_description:partner_bank_account_portal.field_account_setup_bank_manual_config__associated_mandate_count
+#: model:ir.model.fields,field_description:partner_bank_account_portal.field_res_partner_bank__associated_mandate_count
+msgid "Associated mandate count"
+msgstr "Décompte de mandats associés au compte bancaire"
+
+#. module: partner_bank_account_portal
+#: model:ir.model,name:partner_bank_account_portal.model_res_partner_bank
+msgid "Bank Accounts"
+msgstr "Comptes bancaires"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_home_bank_accounts
+msgid "Bank accounts"
+msgstr "Comptes bancaires"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Contact name"
+msgstr "Nom du contact"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+msgid "Contact name:"
+msgstr "Nom du contact : "
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Format"
+msgstr ""
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "Format :"
+msgstr ""
+
+#. module: partner_bank_account_portal
+#. odoo-python
+#: code:addons/partner_bank_account_portal/controllers/portal_my_bank_accounts.py:0
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+#, python-format
+msgid "IBAN"
+msgstr ""
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+msgid "IBAN :"
+msgstr ""
+
+#. module: partner_bank_account_portal
+#. odoo-python
+#: code:addons/partner_bank_account_portal/controllers/portal_my_bank_account.py:0
+#: code:addons/partner_bank_account_portal/controllers/portal_my_mandate.py:0
+#, python-format
+msgid "Invalid Email! Please enter a valid email address."
+msgstr "Email invalide ! Entrez une adresse email valide."
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Last debit date"
+msgstr "Date du dernier débit"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_home_bank_accounts
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_home_menu_contract
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Mandates"
+msgstr "Mandats"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+msgid "My bank account Details"
+msgstr "Détails du compte bancaire"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "My mandate details"
+msgstr "Details du mandat"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "Name of IBAN holder if different"
+msgstr "Nom du titulaire de l'IBAN si différent :"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+msgid "Name of IBAN holder if different :"
+msgstr "Nom du titulaire de l'IBAN si différent :"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "No registrations"
+msgstr "Pas d'enregistrement"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "Number of associated mandates"
+msgstr "Nombre de mandats associés"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Reference"
+msgstr "Référence"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "Reference :"
+msgstr "Référence :"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_account
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandate
+msgid "Save"
+msgstr "Enregistrer"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Signature date"
+msgstr "Date de signature"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "Status"
+msgstr "Statut"
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "There are currently no bank accounts for your account."
+msgstr "Aucun compte bancaire n'est accessible depuis votre compte."
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_mandates
+msgid "There are currently no mandates for your account."
+msgstr "Aucun mandat n'est accessible depuis votre compte."
+
+#. module: partner_bank_account_portal
+#. odoo-python
+#: code:addons/partner_bank_account_portal/controllers/portal_my_bank_account.py:0
+#: code:addons/partner_bank_account_portal/controllers/portal_my_mandate.py:0
+#, python-format
+msgid "This public name is already used, please find an other idea."
+msgstr "Ce nom est déjà utilisé, veuillez trouver un autre nom."
+
+#. module: partner_bank_account_portal
+#: model_terms:ir.ui.view,arch_db:partner_bank_account_portal.portal_my_bank_accounts
+msgid "records"
+msgstr "enregistrements"

partner_bank_account_portal/models/__init__.py

@@ -0,0 +1,2 @@
+
+from . import res_partner_bank

partner_bank_account_portal/models/res_partner_bank.py

@@ -0,0 +1,17 @@
+# Copyright 2022 Elabore (https://elabore.coop)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+class res_partner_bank(models.Model):
+    _inherit = "res.partner.bank"
+
+    #count all mandate linked to the IBAN, even draft or canceled mandates
+    associated_mandate_count = fields.Integer("Associated mandate count", compute="_compute_associated_mandate_count")
+
+    def _compute_associated_mandate_count(self):
+        for record in self:
+            count = self.env["account.banking.mandate"].search_count(
+                [("partner_bank_id", "=", record.id)]
+            )
+            record.associated_mandate_count = count

partner_bank_account_portal/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+"access_res_partner_bank_group_portal","res_partner_bank group_portal","base.model_res_partner_bank","base.group_portal",1,0,0,0
+"access_res_bank_group_portal","res_bank group_portal","base.model_res_bank","base.group_portal",1,0,0,0
+"access_account_banking_mandate_group_portal","account_banking_mandate group_portal","account_banking_mandate.model_account_banking_mandate","base.group_portal",1,0,0,0

partner_bank_account_portal/security/members_security.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record model="ir.rule" id="res_partner_portal_members_bank_accounts_read_rule">
+        <field name="name">res_partner: portal: read access on my bank accounts</field>
+        <field name="model_id" ref="base.model_res_partner_bank" />
+        <field name="domain_force">[('partner_id', '=', user.partner_id.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]" />
+        <field name="perm_read" eval="True" />
+        <field name="perm_write" eval="False" />
+        <field name="perm_create" eval="False" />
+        <field name="perm_unlink" eval="False" />
+    </record>
+
+    <record model="ir.rule" id="res_partner_portal_bank_read_rule">
+        <field name="name">res_partner: portal: read access on my banks</field>
+        <field name="model_id" ref="base.model_res_bank" />
+        <field name="groups" eval="[(4, ref('base.group_portal'))]" />
+        <field name="perm_read" eval="True" />
+        <field name="perm_write" eval="False" />
+        <field name="perm_create" eval="False" />
+        <field name="perm_unlink" eval="False" />
+    </record>
+
+    <record model="ir.rule" id="res_partner_portal_mandate_read_rule">
+        <field name="name">res_partner: portal: read access on my mandates</field>
+        <field name="model_id" ref="account_banking_mandate.model_account_banking_mandate" />
+        <field name="domain_force">[('partner_id', '=', user.partner_id.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]" />
+        <field name="perm_read" eval="True" />
+        <field name="perm_write" eval="False" />
+        <field name="perm_create" eval="False" />
+        <field name="perm_unlink" eval="False" />
+    </record>
+</odoo>

partner_bank_account_portal/views/portal_my_bank_account_template.xml

@@ -0,0 +1,82 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="portal_my_bank_account" name="Bank account details">
+        <t t-call="portal.portal_layout">
+            <t t-set="additional_title">My bank account Details</t>
+            <form action="/my/bank_account/save" method="post" enctype="multipart/form-data">
+                <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()" />
+                <div class="row o_portal_details">
+                    <div class="col-lg-12">
+                        <br />
+                        <div t-if="success" class="alert alert-success py-1 mb-2">
+                            <i class="fa fa-fw fa-check-circle" /> Data saved! </div>
+                        <div t-if="error_message" role="alert" class="col-lg-12 alert alert-danger">
+                            <t t-foreach="error_message" t-as="err">
+                                <t t-out="err" />
+                                <br />
+                            </t>
+                        </div>
+                        <div class="row">
+                            <div id="iban"
+                                t-attf-class="form-group #{error.get('acc_number') and 'o_has_error' or ''} col-xl-12">
+                                <label class="col-form-label" for="acc_number">IBAN : </label>
+                                <label class="text-danger"> *</label>
+                                <input t-if="can_edit_bank_account" type="text" name="acc_number"
+                                    required="True"
+                                    t-attf-class="form-control #{error.get('acc_number') and 'is-invalid' or ''}"
+                                    t-att-value="acc_number or bank_account.acc_number" />
+                                <span t-if="not can_edit_bank_account" t-field="bank_account.acc_number" />
+                            </div>
+                            <div id="partner_id"
+                                t-attf-class="form-group #{error.get('partner_id') and 'o_has_error' or ''} col-xl-12">
+                                <label class="col-form-label" for="partner_id">Contact name: </label>
+                                <input t-if="can_edit_bank_account" type="text" name="partner_id"
+                                    required="False"
+                                    readonly="True"
+                                    t-attf-class="form-control #{error.get('partner_id') and 'is-invalid' or ''}"
+                                    t-att-value="partner_id or bank_account.partner_id.name" />
+                                <span t-if="not can_edit_bank_account" t-field="bank_account.partner_id.name" />
+                            </div>
+                            <div id="iban_holder_name_if_different"
+                                t-attf-class="form-group #{error.get('acc_holder_name') and 'o_has_error' or ''} col-xl-12">
+                                <label class="col-form-label" for="bank_id">Name of IBAN holder if different : </label>
+                                <input t-if="can_edit_bank_account" type="text" name="acc_holder_name"
+                                    t-attf-class="form-control #{error.get('acc_holder_name') and 'is-invalid' or ''}"
+                                    t-att-value="acc_holder_name or bank_account.acc_holder_name" />
+                                <span t-if="not can_edit_bank_account" t-field="bank_account.acc_holder_name" />
+                            </div>
+                            <div id="bank_id"
+                            t-attf-class="form-group #{error.get('bank_id') and 'o_has_error' or ''} col-xl-12">
+                            <label class="col-form-label" for="bank_id">Banque name : </label>
+                            <select t-if="can_edit_bank_account" type="text" name="bank_id"
+                                t-attf-class="form-control #{error.get('bank_id') and 'is-invalid' or ''}">
+                                <option value="">My bank is not in the list</option>
+                                <t t-foreach="banks or []" t-as="bank">
+                                    <option t-att-value="bank.id" t-att-selected="bank.id == bank_account.bank_id.id">
+                                        <t t-esc="bank.name" />
+                                    </option>
+                                </t>
+                            </select>
+                            <span t-if="not can_edit_bank_account" t-field="bank_account.acc_holder_name" />
+                            </div>
+                        </div>
+
+                        <br />
+                        <input type="hidden" name="bank_account_id" t-att-value="bank_account_id" />
+                        <input type="hidden" name="redirect" t-att-value="redirect" />
+                        <div style="text-align:right;">
+                            <button type="submit"
+                                class="btn btn-primary ">Save
+                            </button>
+                        </div>
+                    </div>
+                </div>
+            </form>
+            <div style="text-align:right">
+                <br />
+                <a href="/my/bank_accounts">
+                    <span class="fa fa-arrow-left" /> Back to my bank accounts list </a>
+            </div>
+        </t>
+    </template>
+</odoo>

partner_bank_account_portal/views/portal_my_bank_accounts_template.xml

@@ -0,0 +1,54 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="portal_my_bank_accounts" name="My bank accounts">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True" />
+
+            <t t-call="portal.portal_searchbar">
+                <t t-set="title">Bank accounts</t>
+            </t>
+            <t t-if="not bank_accounts">
+                <p>There are currently no bank accounts for your account.</p>
+            </t>
+            <t t-if="bank_accounts" t-call="portal.portal_table">
+                <thead>
+                    <tr class="active">
+                        <th>IBAN</th>
+                        <th>Contact name</th>
+                        <th>Name of IBAN holder if different</th>
+                        <th>Number of associated mandates</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <t t-foreach="bank_accounts" t-as="bank_account">
+                        <tr>
+                            <td>
+                                <a
+                                    t-attf-href="/my/bank_account/#{bank_account.id}?{{ keep_query() }}">
+                                    <span t-field="bank_account.acc_number" />
+                                </a>
+                            </td>
+                            <td>
+                                <span t-field="bank_account.partner_id.name" />
+                            </td>
+                            <td>
+                                <span t-field="bank_account.acc_holder_name" />
+                            </td>
+                            <td>
+                                <t t-if="bank_account.associated_mandate_count == 0">
+                                    No registrations
+                                </t>
+                                <t t-if="bank_account.associated_mandate_count == 1">
+                                    1 registration
+                                </t>
+                                <t t-if="bank_account.associated_mandate_count > 1">
+                                    <t t-esc="bank_account.associated_mandate_count" />
+                                    records </t>
+                            </td>
+                        </tr>
+                    </t>
+                </tbody>
+            </t>
+        </t>
+    </template>
+</odoo>

partner_bank_account_portal/views/portal_my_contract_template_inherit.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="portal_contract_page_inherit_mandate" name="My Contract inherit mandate"
+        inherit_id="contract.portal_contract_page" customize_show="True" priority="100">
+        <xpath expr="//div[@id='product_information']/div" position="inside">
+            <div t-if="contract.mandate_id" class="row mb-2 mb-sm-1">
+                <div class="col-12 col-sm-4">
+                    <strong>Direct Debit Mandate</strong>
+                </div>
+                <div class="col-12 col-sm-8">
+                    <span
+                        t-field="contract.mandate_id"
+                    />
+                </div>
+            </div>
+        </xpath>
+    </template>
+</odoo>

partner_bank_account_portal/views/portal_my_home_template.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template
+        id="portal_my_home_menu_contract"
+        name="Portal layout : Mandate menu entries"
+        inherit_id="portal.portal_breadcrumbs"
+        priority="35"
+    >
+        <xpath expr="//ol[hasclass('o_portal_submenu')]" position="inside">
+            <li
+                t-if="page_name == 'Mandates'"
+                t-attf-class="breadcrumb-item #{'active ' if not contract else ''}"
+            >
+                <a
+                    t-if="mandate"
+                    t-attf-href="/my/mandates?{{ keep_query() }}"
+                >Mandates</a>
+                <t t-else="">Mandates</t>
+            </li>
+            <li t-if="mandate" class="breadcrumb-item active">
+                <t t-esc="mandate.reference" />
+            </li>
+        </xpath>
+    </template>
+    <template id="portal_my_home_bank_accounts" name="Bank accounts"
+        inherit_id="portal.portal_my_home" customize_show="True" priority="100">
+        <xpath expr="//div[hasclass('o_portal_docs')]" position="inside">
+            <t t-call="portal.portal_docs_entry">
+                <t t-set="title">Bank accounts</t>
+                <t t-set="url" t-value="'/my/bank_accounts'" />
+                <t t-set="placeholder_count" t-value="'bank_account_count'" />
+            </t>
+            <t t-call="portal.portal_docs_entry">
+                <t t-set="title">Mandates</t>
+                <t t-set="url" t-value="'/my/mandates'" />
+                <t t-set="placeholder_count" t-value="'mandate_count'"/>
+            </t>
+        </xpath>
+    </template>
+
+</odoo>

partner_bank_account_portal/views/portal_my_mandate_template.xml

@@ -0,0 +1,60 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="portal_my_mandate" name="Mandate details">
+        <t t-call="portal.portal_layout">
+            <t t-set="additional_title">My mandate details</t>
+            <form action="/my/mandate/save" method="post" enctype="multipart/form-data">
+                <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()" />
+                <div class="row o_portal_details">
+                    <div class="col-lg-12">
+                        <br />
+                        <div t-if="success" class="alert alert-success py-1 mb-2">
+                            <i class="fa fa-fw fa-check-circle" /> Data saved! </div>
+                        <div t-if="error_message" role="alert" class="col-lg-12 alert alert-danger">
+                            <t t-foreach="error_message" t-as="err">
+                                <t t-out="err" />
+                                <br />
+                            </t>
+                        </div>
+                        <div class="row">
+                            <div id="reference"
+                                t-attf-class="form-group #{error.get('unique_mandate_reference') and 'o_has_error' or ''} col-xl-12">
+                                <label class="col-form-label" for="unique_mandate_reference">Reference : </label>
+                                <label class="text-danger"> *</label>
+                                <input t-if="can_edit_mandate" type="text" name="unique_mandate_reference"
+                                    required="True"
+                                    t-attf-class="form-control #{error.get('unique_mandate_reference') and 'is-invalid' or ''}"
+                                    t-att-value="unique_mandate_reference or mandate.unique_mandate_reference" />
+                                <span t-if="not can_edit_mandate" t-field="mandate.unique_mandate_reference" />
+                            </div>
+                            <div id="format"
+                            t-attf-class="form-group #{error.get('format') and 'o_has_error' or ''} col-xl-12">
+                            <label class="col-form-label" for="format">Format : </label>
+                            <label class="text-danger"> *</label>
+                            <input t-if="can_edit_mandate" type="text" name="format"
+                                required="True"
+                                t-attf-class="form-control #{error.get('format') and 'is-invalid' or ''}"
+                                t-att-value="format or mandate.format" />
+                            <span t-if="not can_edit_mandate" t-field="mandate.format" />
+                        </div>
+                        </div>
+
+                        <br />
+                        <input type="hidden" name="mandate_id" t-att-value="mandate_id" />
+                        <input type="hidden" name="redirect" t-att-value="redirect" />
+                        <div style="text-align:right;">
+                            <button type="submit"
+                                class="btn btn-primary ">Save
+                            </button>
+                        </div>
+                    </div>
+                </div>
+            </form>
+            <div style="text-align:right">
+                <br />
+                <a href="/my/mandates">
+                    <span class="fa fa-arrow-left" /> Back to my mandates list </a>
+            </div>
+        </t>
+    </template>
+</odoo>

partner_bank_account_portal/views/portal_my_mandates_template.xml

@@ -0,0 +1,57 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="portal_my_mandates" name="My mandates">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True" />
+
+            <t t-call="portal.portal_searchbar">
+                <t t-set="title">Mandates</t>
+            </t>
+            <t t-if="not mandates">
+                <p>There are currently no mandates for your account.</p>
+            </t>
+            <t t-if="mandates" t-call="portal.portal_table">
+                <thead>
+                    <tr class="active">
+                        <th>Reference</th>
+                        <th>Format</th>
+                        <th>Contact name</th>
+                        <th>Signature date</th>
+                        <th>Last debit date</th>
+                        <th>Status</th>
+                        <th>Associed IBAN</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <t t-foreach="mandates" t-as="mandate">
+                        <tr>
+                            <td>
+                                <span t-field="mandate.unique_mandate_reference" />
+                            </td>
+                            <td>
+                                <span t-field="mandate.format" />
+                            </td>
+                            <td>
+                                <span t-field="mandate.partner_id" />
+                            </td>
+                            <td>
+                                <span t-field="mandate.last_debit_date" />
+                            </td>
+                            <td>
+                                <span t-field="mandate.signature_date" />
+                            </td>
+                            <td>
+                                <span t-field="mandate.state" />
+                            </td>
+                            <td>
+                                <a t-attf-href="/my/bank_account/#{mandate.partner_bank_id.id}?{{ keep_query() }}">
+                                    <span t-field="mandate.partner_bank_id.acc_number" />
+                                </a>
+                            </td>
+                        </tr>
+                    </t>
+                </tbody>
+            </t>
+        </t>
+    </template>
+</odoo>