diff --git a/partner_bank_account_portal/.gitignore b/partner_bank_account_portal/.gitignore new file mode 100644 index 0000000..6da5887 --- /dev/null +++ b/partner_bank_account_portal/.gitignore @@ -0,0 +1,2 @@ +*.*~ +*pyc diff --git a/partner_bank_account_portal/README.rst b/partner_bank_account_portal/README.rst new file mode 100644 index 0000000..f5aa8c2 --- /dev/null +++ b/partner_bank_account_portal/README.rst @@ -0,0 +1,49 @@ +=============== +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 `_. 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. \ No newline at end of file diff --git a/partner_bank_account_portal/__init__.py b/partner_bank_account_portal/__init__.py new file mode 100644 index 0000000..4dcac26 --- /dev/null +++ b/partner_bank_account_portal/__init__.py @@ -0,0 +1,3 @@ + +from . import controllers +from . import models diff --git a/partner_bank_account_portal/__manifest__.py b/partner_bank_account_portal/__manifest__.py new file mode 100644 index 0000000..847eede --- /dev/null +++ b/partner_bank_account_portal/__manifest__.py @@ -0,0 +1,48 @@ +# 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, +} \ No newline at end of file diff --git a/partner_bank_account_portal/controllers/__init__.py b/partner_bank_account_portal/controllers/__init__.py new file mode 100644 index 0000000..7250f27 --- /dev/null +++ b/partner_bank_account_portal/controllers/__init__.py @@ -0,0 +1,4 @@ +from . import portal_my_bank_accounts +from . import portal_my_bank_account +from . import portal_my_mandates +from . import portal_my_mandate diff --git a/partner_bank_account_portal/controllers/portal_my_bank_account.py b/partner_bank_account_portal/controllers/portal_my_bank_account.py new file mode 100644 index 0000000..8fe1132 --- /dev/null +++ b/partner_bank_account_portal/controllers/portal_my_bank_account.py @@ -0,0 +1,159 @@ +# 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/", "/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 diff --git a/partner_bank_account_portal/controllers/portal_my_bank_accounts.py b/partner_bank_account_portal/controllers/portal_my_bank_accounts.py new file mode 100644 index 0000000..749156d --- /dev/null +++ b/partner_bank_account_portal/controllers/portal_my_bank_accounts.py @@ -0,0 +1,92 @@ +# -*- 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/'], 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 diff --git a/partner_bank_account_portal/controllers/portal_my_mandate.py b/partner_bank_account_portal/controllers/portal_my_mandate.py new file mode 100644 index 0000000..e3c306a --- /dev/null +++ b/partner_bank_account_portal/controllers/portal_my_mandate.py @@ -0,0 +1,152 @@ +# 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/", "/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 diff --git a/partner_bank_account_portal/controllers/portal_my_mandates.py b/partner_bank_account_portal/controllers/portal_my_mandates.py new file mode 100644 index 0000000..97a85a1 --- /dev/null +++ b/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/'], 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 diff --git a/partner_bank_account_portal/i18n/fr.po b/partner_bank_account_portal/i18n/fr.po new file mode 100644 index 0000000..e6eeb6f --- /dev/null +++ b/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 " 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 " Back to my bank accounts list" +msgstr " 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 " Back to my mandates list" +msgstr " 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" \ No newline at end of file diff --git a/partner_bank_account_portal/models/__init__.py b/partner_bank_account_portal/models/__init__.py new file mode 100644 index 0000000..d4a2902 --- /dev/null +++ b/partner_bank_account_portal/models/__init__.py @@ -0,0 +1,2 @@ + +from . import res_partner_bank \ No newline at end of file diff --git a/partner_bank_account_portal/models/res_partner_bank.py b/partner_bank_account_portal/models/res_partner_bank.py new file mode 100644 index 0000000..a6e3ba4 --- /dev/null +++ b/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 \ No newline at end of file diff --git a/partner_bank_account_portal/security/ir.model.access.csv b/partner_bank_account_portal/security/ir.model.access.csv new file mode 100644 index 0000000..252db76 --- /dev/null +++ b/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 diff --git a/partner_bank_account_portal/security/members_security.xml b/partner_bank_account_portal/security/members_security.xml new file mode 100644 index 0000000..89d6008 --- /dev/null +++ b/partner_bank_account_portal/security/members_security.xml @@ -0,0 +1,34 @@ + + + + res_partner: portal: read access on my bank accounts + + [('partner_id', '=', user.partner_id.id)] + + + + + + + + + res_partner: portal: read access on my banks + + + + + + + + + + res_partner: portal: read access on my mandates + + [('partner_id', '=', user.partner_id.id)] + + + + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_bank_account_template.xml b/partner_bank_account_portal/views/portal_my_bank_account_template.xml new file mode 100644 index 0000000..6fed7f8 --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_bank_account_template.xml @@ -0,0 +1,82 @@ + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_bank_accounts_template.xml b/partner_bank_account_portal/views/portal_my_bank_accounts_template.xml new file mode 100644 index 0000000..b06475e --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_bank_accounts_template.xml @@ -0,0 +1,54 @@ + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_contract_template_inherit.xml b/partner_bank_account_portal/views/portal_my_contract_template_inherit.xml new file mode 100644 index 0000000..d67d730 --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_contract_template_inherit.xml @@ -0,0 +1,18 @@ + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_home_template.xml b/partner_bank_account_portal/views/portal_my_home_template.xml new file mode 100644 index 0000000..cf3ec57 --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_home_template.xml @@ -0,0 +1,41 @@ + + + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_mandate_template.xml b/partner_bank_account_portal/views/portal_my_mandate_template.xml new file mode 100644 index 0000000..4c486ef --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_mandate_template.xml @@ -0,0 +1,60 @@ + + + + \ No newline at end of file diff --git a/partner_bank_account_portal/views/portal_my_mandates_template.xml b/partner_bank_account_portal/views/portal_my_mandates_template.xml new file mode 100644 index 0000000..91386b1 --- /dev/null +++ b/partner_bank_account_portal/views/portal_my_mandates_template.xml @@ -0,0 +1,57 @@ + + + + \ No newline at end of file