[19.0] [MIG] account_banking_sepa_direct_debit: Migration to 19.0

account_banking_sepa_direct_debit/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 SEPA Direct Debit
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/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_sepa_direct_debit
+    :alt: OCA/bank-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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+    :alt: Translate me on Weblate
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+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Create SEPA files for Direct Debit
+
+Module to export direct debit payment orders in SEPA XML file format.
+
+SEPA PAIN (PAyment INitiation) is the new european standard for
+Customer-to-Bank payment instructions. This module implements SEPA
+Direct Debit (SDD), more specifically PAIN versions 008.001.02,
+008.001.03 and 008.001.04. It is part of the ISO 20022 standard,
+available on http://www.iso20022.org.
+
+The Implementation Guidelines for SEPA Direct Debit published by the
+European Payments Council (http://http://www.europeanpaymentscouncil.eu)
+use PAIN version 008.001.02. So if you don't know which version your
+bank supports, you should try version 008.001.02 first.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+This module depends on :
+
+-  account_banking_pain_base
+-  account_banking_mandate
+
+This module is part of the OCA/bank-payment suite.
+
+Configuration
+=============
+
+For setting the SEPA creditor identifier:
+
+1. Go to Invoicing/Accounting > Configuration > Settings.
+2. On the field "SEPA Creditor Identifier" in the section *SEPA/PAIN*,
+   you can fill the corresponding identifier.
+
+If your country requires several identifiers (like Spain), you must:
+
+1. Go to *Invoicing/Accounting > Configuration > Settings*.
+2. On the section *SEPA/PAIN*, check the mark "Multiple identifiers".
+3. Now go to *Invoicing/Accounting > Configuration > Management >
+   Payment Modes*.
+4. Create a payment mode for your specific bank.
+5. Fill the specific identifier on the field "SEPA Creditor Identifier".
+
+For defining a payment mode that uses SEPA direct debit:
+
+1. Go to *Invoicing/Accounting > Configuration > Management > Payment
+   Modes*.
+2. Create a record.
+3. Select the Payment Method *SEPA Direct Debit for customers* (which is
+   automatically created upon module installation).
+4. Check that this payment method uses the proper version of PAIN.
+5. If not, go *Invoicing/Accounting > Configuration > Management >
+   Payment Methods*.
+6. Locate the "SEPA Direct Debit for customers" record and open it.
+7. Change the "PAIN version" according your needs.
+8. If you need to handle several PAIN versions, just duplicate the
+   payment method adjusting this field on each for having them.
+
+Usage
+=====
+
+In the menu *Invoicing/Accounting > Customers > Debit Order*, create a
+new debit order and select the Payment Mode dedicated to SEPA Direct
+Debit that you created during the configuration step.
+
+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_sepa_direct_debit%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
+-------
+
+* Akretion
+* Tecnativa
+
+Contributors
+------------
+
+-  Alexis de Lattre <[email protected]>
+-  Stéphane Bidoul <[email protected]>
+-  Alexandre Fayolle
+-  Raphaël Valyi
+-  Sandy Carter
+-  Antonio Espinosa <[email protected]>
+-  Marçal Isern <[email protected]>
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Pedro M. Baeza
+   -  Sergio Teruel
+   -  Carlos Roca
+   -  Carolina Fernandez
+
+-  Manuel Regidor <[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_sepa_direct_debit>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_banking_sepa_direct_debit/__init__.py

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+from . import models
+from . import wizards

account_banking_sepa_direct_debit/__manifest__.py

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+# Copyright 2013-2020 Akretion (www.akretion.com)
+# Copyright 2016 Tecnativa - Antonio Espinosa
+# Copyright 2014-2022 Tecnativa - Pedro M. Baeza
+# Copyright 2024 Tecnativa - Carolina Fernandez
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Account Banking SEPA Direct Debit",
+    "summary": "Create SEPA files for Direct Debit",
+    "version": "19.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Akretion, Tecnativa, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/bank-payment",
+    "category": "Banking addons",
+    "depends": ["account_banking_pain_base", "account_banking_mandate"],
+    "assets": {
+        "web.report_assets_common": [
+            "/account_banking_sepa_direct_debit/static/src/css/report.css"
+        ],
+    },
+    "data": [
+        "views/account_banking_mandate_view.xml",
+        "views/res_config_settings.xml",
+        "views/account_payment_mode.xml",
+        "data/mandate_expire_cron.xml",
+        "data/account_payment_method.xml",
+        "data/report_paperformat.xml",
+        "reports/sepa_direct_debit_mandate.xml",
+        "views/report_sepa_direct_debit_mandate.xml",
+        "data/mail_template_data.xml",
+    ],
+    "demo": ["demo/sepa_direct_debit_demo.xml"],
+    "installable": True,
+}

account_banking_sepa_direct_debit/data/account_payment_method.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="sepa_direct_debit" model="account.payment.method">
+        <field name="name">SEPA Direct Debit for customers</field>
+        <field name="code">sepa_direct_debit</field>
+        <field name="payment_type">inbound</field>
+        <field name="bank_account_required" eval="False" />
+        <field name="mandate_required" eval="True" />
+        <field name="pain_version">pain.008.001.02</field>
+        <field name="warn_not_sepa" eval="True" />
+    </record>
+</odoo>

account_banking_sepa_direct_debit/data/mail_template_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="email_template_sepa_mandate" model="mail.template">
+        <field name="name">SEPA Mandate: Send by email</field>
+        <field
+            name="model_id"
+            ref="account_banking_mandate.model_account_banking_mandate"
+        />
+        <field
+            name="subject"
+        >SEPA Mandate {{ object.unique_mandate_reference or 'n/a' }} for {{ object.company_id.name }} is pending to sign</field>
+        <field
+            name="email_from"
+        >{{ object.company_id.partner_id.email_formatted }}</field>
+        <field name="partner_to">{{ object.partner_id.id }}</field>
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+        Hello,
+        <br /><br />
+        Your SEPA Mandate for <t
+                    t-out="object.company_id.name or ''"
+                    contenteditable="false"
+                    data-oe-t-inline="true"
+                >YourCompany</t> is pending to sign.
+        <br /><br />
+        Do not hesitate to contact us if you have any questions.
+        <br />
+
+    <t t-if="user.signature">
+                    <br />
+                    <t t-out="user.signature or ''">--<br />Mitchell Admin</t>
+                </t>
+</p>
+            </div>
+        </field>
+        <field
+            name="report_template_ids"
+            eval="[(4, ref('account_banking_sepa_direct_debit.report_sepa_direct_debit_mandate'))]"
+        />
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="auto_delete" eval="True" />
+    </record>
+</odoo>

account_banking_sepa_direct_debit/data/mandate_expire_cron.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2013-2020 Akretion (Alexis de Lattre <[email protected]>)
+  License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+-->
+<odoo noupdate="1">
+    <record id="sdd_mandate_expire_cron" model="ir.cron">
+        <field name="name">Set SEPA Direct Debit Mandates to Expired</field>
+        <field name="active" eval="True" />
+        <field name="model_id" ref="model_account_banking_mandate" />
+        <field name="state">code</field>
+        <field name="code">model._sdd_mandate_set_state_to_expired()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="user_id" ref="base.user_root" />
+    </record>
+</odoo>