[7070][IMP] account_move_partner_bank

account_move_partner_bank/README.rst

@@ -1,3 +1,7 @@
+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
 =========================
 Account Move Partner Bank
 =========================
@@ -7,13 +11,13 @@ Account Move Partner Bank
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:b0bbc6bb7b42a01fe927641c8dbfcbb8c0209dbd04a2cbf9176a5a4d32e4dcce
+   !! source digest: sha256:1533c70efdef6a414cea12989514e398be6037cea7a1c4fe8ed615f052a1a137
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
     :alt: Beta
-.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+.. |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%2Faccount--invoicing-lightgray.png?logo=github
@@ -55,7 +59,13 @@ To set up a bank account for a partner:
    the partner has a company set, you can only select a bank account
    linked to that company’s partner. If the partner has no company set,
    you can only select a bank account linked to the current company’s
-   partner. This is a company-dependent field.
+   partner. This is a company-dependent field. As with the other partner
+   accounting settings, the field is normally set on the commercial
+   entity, and it applies to all of its child contacts. A child contact
+   can still be given its own bank account (e.g. a branch that collects
+   on a different account than its head office): set the field on the
+   contact itself, and leave it empty to keep using the bank account of
+   the commercial entity.
 
 To set up a bank account for a sales team:
 
@@ -74,12 +84,19 @@ To use bank accounts in invoices:
       resolved (e.g., Account Move).
    -  Bank Field Path: Enter the dot-path from the source model to a
       bank account (res.partner.bank), for example
-      partner_id.bank_account_id or team_id.bank_account_id.
+      commercial_partner_id.bank_account_id or team_id.bank_account_id.
 
 The bank account from the record with the highest priority (lowest
 sequence number) will be used first when assigning the bank on invoices.
 If no value is found, the system proceeds to the next record, and so on.
 
+Use commercial_partner_id.bank_account_id (instead of
+partner_id.bank_account_id) to resolve the partner's bank account from
+its commercial entity, so that the invoices of the child contacts of a
+company also get the bank account set on that company. To let a child
+contact take precedence with its own bank account, add
+partner_id.bank_account_id as a source with a lower sequence number.
+
 Bug Tracker
 ===========
 

account_move_partner_bank/i18n/ja.po

@@ -57,6 +57,11 @@ msgstr "作成者"
 msgid "Created on"
 msgstr "作成日"
 
+#. module: account_move_partner_bank
+#: model_terms:ir.ui.view,arch_db:account_move_partner_bank.view_partner_property_form
+msgid "Customer Invoices"
+msgstr "顧客請求書"
+
 #. module: account_move_partner_bank
 #: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__display_name
 msgid "Display Name"
@@ -67,6 +72,11 @@ msgstr "表示名"
 msgid "Field path to res.partner.bank (e.g. partner_id.bank_account_id)."
 msgstr "銀行口座へのフィールドパス（例：partner_id.bank_account_id）"
 
+#. module: account_move_partner_bank
+#: model_terms:ir.ui.view,arch_db:account_move_partner_bank.view_partner_property_form
+msgid "From the parent company"
+msgstr "親会社から取得"
+
 #. module: account_move_partner_bank
 #: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__id
 msgid "ID"
@@ -117,16 +127,6 @@ msgstr "銀行口座提案元"
 msgid "Recipient Bank"
 msgstr "受取銀行口座"
 
-#. module: account_move_partner_bank
-#: model:ir.model.fields,help:account_move_partner_bank.field_res_partner__bank_account_id
-#: model:ir.model.fields,help:account_move_partner_bank.field_res_users__bank_account_id
-msgid ""
-"Select a bank account of the company's partner, or the current company's "
-"partner if no company is set."
-msgstr ""
-"会社の取引先の銀行口座を選択します。会社が設定されていない場合は、現在の会社の"
-"取引先の銀行口座を選択します。"
-
 #. module: account_move_partner_bank
 #: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__sequence
 msgid "Sequence"

account_move_partner_bank/models/bank_account_source.py

@@ -55,6 +55,10 @@ def _check_bank_field_path(self):
     def get_bank_for_record(self, record):
         """Find bank from sources for the given record."""
         record.ensure_one()
+        if "company_id" in record._fields and record.company_id:
+            # The bank account fields in the path may be company-dependent (as on
+            # res.partner), so resolve them in the company of the record.
+            record = record.with_company(record.company_id)
         sources = self.filtered(lambda s: s.source_model_id.model == record._name)
         for source in sources:
             bank = attrgetter(source.bank_field_path)(record) or False

account_move_partner_bank/models/res_partner.py

@@ -8,11 +8,7 @@ class ResPartner(models.Model):
     _name = "res.partner"
     _inherit = ["res.partner", "bank.account.mixin"]
 
-    bank_account_id = fields.Many2one(
-        company_dependent=True,
-        help="Select a bank account of the company's partner, or the current company's "
-        "partner if no company is set.",
-    )
+    bank_account_id = fields.Many2one(company_dependent=True)
 
     @api.depends_context("company")
     @api.depends("company_id")

account_move_partner_bank/readme/CONFIGURE.md

@@ -6,6 +6,11 @@ To set up a bank account for a partner:
   linked to that company’s partner. If the partner has no company set,
   you can only select a bank account linked to the current company’s
   partner. This is a company-dependent field.
+  The field can be set on a child contact as well, so that a contact can be
+  invoiced with a bank account of its own (e.g. a branch that collects on a
+  different account than its head office). Whether the bank account of the parent
+  company applies to its child contacts depends on the bank account sources
+  configured below.
 
 To set up a bank account for a sales team:
 
@@ -26,3 +31,10 @@ To use bank accounts in invoices:
 
 The bank account from the record with the highest priority (lowest sequence number) will be used first
 when assigning the bank on invoices. If no value is found, the system proceeds to the next record, and so on.
+
+Sources can therefore be combined to let the bank account of a company apply to the
+invoices of its child contacts, while a contact that has its own bank account still
+takes precedence. To do so, configure the following two sources on Account Move:
+
+- partner_id.bank_account_id, with the lower sequence number.
+- commercial_partner_id.bank_account_id, with the higher sequence number.

account_move_partner_bank/static/description/index.html

@@ -2,18 +2,18 @@
 <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
-<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>Account Move Partner Bank</title>
+<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" />
+<title>README.rst</title>
 <style type="text/css">
 
 /*
 :Author: David Goodger (goodger@python.org)
-:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
+:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
 
-See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
+See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
 */
 
@@ -359,16 +359,19 @@
 </style>
 </head>
 <body>
-<div class="document" id="account-move-partner-bank">
-<h1 class="title">Account Move Partner Bank</h1>
+<div class="document">
 
+
+<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme"><img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" /></a>
+<div class="section" id="account-move-partner-bank">
+<h1>Account Move Partner Bank</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:b0bbc6bb7b42a01fe927641c8dbfcbb8c0209dbd04a2cbf9176a5a4d32e4dcce
+!! source digest: sha256:1533c70efdef6a414cea12989514e398be6037cea7a1c4fe8ed615f052a1a137
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-account_move_partner_bank"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-account_move_partner_bank"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module adds a bank account field to partners and sets it as the
 Recipient Bank on account moves based on the configuration of the
 invoice’s company.</p>
@@ -381,26 +384,32 @@ <h1 class="title">Account Move Partner Bank</h1>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
-<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
-<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
-<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
-<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
-<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
-<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
+<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
 </ul>
 </li>
 </ul>
 </div>
 <div class="section" id="configuration">
-<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
+<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
 <p>To set up a bank account for a partner:</p>
 <ul class="simple">
 <li>Go to the partner record.</li>
 <li>Under the Invoicing/Accounting tab, set the Recipient Bank field. If
 the partner has a company set, you can only select a bank account
 linked to that company’s partner. If the partner has no company set,
 you can only select a bank account linked to the current company’s
-partner. This is a company-dependent field.</li>
+partner. This is a company-dependent field. As with the other partner
+accounting settings, the field is normally set on the commercial
+entity, and it applies to all of its child contacts. A child contact
+can still be given its own bank account (e.g. a branch that collects
+on a different account than its head office): set the field on the
+contact itself, and leave it empty to keep using the bank account of
+the commercial entity.</li>
 </ul>
 <p>To set up a bank account for a sales team:</p>
 <ul class="simple">
@@ -418,32 +427,38 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 resolved (e.g., Account Move).</li>
 <li>Bank Field Path: Enter the dot-path from the source model to a
 bank account (res.partner.bank), for example
-partner_id.bank_account_id or team_id.bank_account_id.</li>
+commercial_partner_id.bank_account_id or team_id.bank_account_id.</li>
 </ul>
 </li>
 </ul>
 <p>The bank account from the record with the highest priority (lowest
 sequence number) will be used first when assigning the bank on invoices.
 If no value is found, the system proceeds to the next record, and so on.</p>
+<p>Use commercial_partner_id.bank_account_id (instead of
+partner_id.bank_account_id) to resolve the partner’s bank account from
+its commercial entity, so that the invoices of the child contacts of a
+company also get the bank account set on that company. To let a child
+contact take precedence with its own bank account, add
+partner_id.bank_account_id as a source with a lower sequence number.</p>
 </div>
 <div class="section" id="bug-tracker">
-<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
+<h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>.
 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
 <a class="reference external" href="https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_move_partner_bank%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
+<h2><a class="toc-backref" href="#id3">Credits</a></h2>
 <div class="section" id="authors">
-<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
+<h3><a class="toc-backref" href="#id4">Authors</a></h3>
 <ul class="simple">
 <li>Quartile</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
+<h3><a class="toc-backref" href="#id5">Contributors</a></h3>
 <ul class="simple">
 <li><tt class="docutils literal">Quartile <span class="pre">&lt;https://www.quartile.co&gt;</span></tt>__:<ul>
 <li>Aung Ko Ko Lin</li>
@@ -453,18 +468,19 @@ <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
+<h3><a class="toc-backref" href="#id6">Maintainers</a></h3>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
 <p>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.</p>
 <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
-<p><a class="reference external image-reference" href="https://github.com/yostashiro"><img alt="yostashiro" src="https://github.com/yostashiro.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/aungkokolin1997"><img alt="aungkokolin1997" src="https://github.com/aungkokolin1997.png?size=40px" /></a></p>
+<p><a class="reference external" href="https://github.com/yostashiro"><img alt="yostashiro" src="https://github.com/yostashiro.png?size=40px" /></a> <a class="reference external" href="https://github.com/aungkokolin1997"><img alt="aungkokolin1997" src="https://github.com/aungkokolin1997.png?size=40px" /></a></p>
 <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank">OCA/account-invoicing</a> project on GitHub.</p>
 <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
 </div>
 </div>
 </div>
+</div>
 </body>
 </html>