[IMP] l10n_it_riba: Pay multiple lines at once

Also allow to set a date during payment and past due process
OCA · Jan 20, 2025 · 127dc51 · 127dc51
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diff --git a/l10n_it_ricevute_bancarie/README.rst b/l10n_it_ricevute_bancarie/README.rst
@@ -7,7 +7,7 @@ ITA - Ricevute bancarie
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:100f1b7d1eb019a23cf3734dd6851726c6bb228961c00615be14977e5c7d470f
+   !! source digest: sha256:a2cdacea824dfd13ef255fe16ac1579aa27f2f89714ca16d6c947e8eba08bcf4
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
@@ -108,10 +108,15 @@ esposizione, cioè l'importo dovuto dal cliente a fronte dell'emissione
 della RiBa non ancora scaduta.
 
 In maniera predefinita la data delle registrazioni dei pagamenti viene
-impostata con la data di scadenza della RiBa, ma è possibile modificarla
-successivamente a pagamento effettivamente avvenuto selezionando la
-registrazione dalla vista ed elenco ed eseguendo l'azione "Imposta data
-di pagamento RiBa".
+impostata con la data di scadenza della RiBa, ma è possibile modificarla in due momenti:
+
+ - durante la creazione del pagamento,
+   cliccando su "Segna righe come pagate" o su "Segna coma pagata"
+   o usando l'azione "Registrazione Riba a data di scadenza"
+   e indicando una data nel campo `Data pagamento`,
+ - successivamente a pagamento effettivamente avvenuto selezionando la selezionando la
+   registrazione dalla vista ed elenco ed eseguendo l'azione "Imposta data
+   di pagamento RiBa".
 
 Known issues / Roadmap
 ======================

diff --git a/l10n_it_ricevute_bancarie/__manifest__.py b/l10n_it_ricevute_bancarie/__manifest__.py
@@ -43,6 +43,7 @@
         "views/riba_detail_view.xml",
         "views/wizard_presentation.xml",
         "views/wizard_due_date_settlement.xml",
+        "wizard/wizard_riba_multiple_payment_views.xml",
     ],
     "demo": ["demo/riba_demo.xml"],
     "installable": True,

diff --git a/l10n_it_ricevute_bancarie/models/riba.py b/l10n_it_ricevute_bancarie/models/riba.py
@@ -95,7 +95,16 @@ def _compute_total_amount(self):
     )
     date_accepted = fields.Date("Acceptance Date")
     date_accreditation = fields.Date("Credit Date")
-    date_paid = fields.Date("Payment Date", readonly=True)
+    date_paid = fields.Date(
+        string="Payment Date",
+        help="Default date for payments.",
+        readonly=True,
+        states={
+            "credited": [
+                ("readonly", False),
+            ],
+        },
+    )
     date_unsolved = fields.Date("Past Due Date", readonly=True)
     company_id = fields.Many2one(
         "res.company",
@@ -187,10 +196,18 @@ def riba_cancel(self):
             distinta.state = "cancel"
 
     def settle_all_line(self):
-        for riba_list in self:
-            for line in riba_list.line_ids:
-                if line.state == "accredited":
-                    line.riba_line_settlement()
+        payment_wizard_action = (
+            self.env["riba.payment.multiple"]
+            .with_context(
+                active_ids=self.ids,
+            )
+            .get_formview_action()
+        )
+        payment_wizard_action.update(
+            name=_("Settle lines"),
+            target="new",
+        )
+        return payment_wizard_action
 
     @api.onchange("date_accepted", "date_accreditation")
     def _onchange_date(self):
@@ -228,7 +245,7 @@ def action_cancel_draft(self):
 
     def action_open_lines(self):
         action = self.env.ref("l10n_it_ricevute_bancarie.detail_riba_action").read()[0]
-        action["domain"] = [("slip_id", "=", self.id)]
+        action["domain"] = [("distinta_id", "=", self.id)]
         return action
 
 
@@ -475,7 +492,26 @@ def confirm(self):
             if not line.distinta_id.date_accepted:
                 line.distinta_id.date_accepted = fields.Date.context_today(self)
 
-    def riba_line_settlement(self):
+    def button_settle(self):
+        payment_wizard_action = (
+            self.env["riba.payment.multiple"]
+            .with_context(
+                active_ids=self.distinta_id.ids,
+                default_riba_line_ids=self.ids,
+            )
+            .get_formview_action()
+        )
+        payment_wizard_action.update(
+            name=_("Settle line"),
+            target="new",
+        )
+        return payment_wizard_action
+
+    def riba_line_settlement(self, date=None):
+        """Create payment the acceptance move of each line in `self`.
+
+        :param date: The created payment's date.
+        """
         for riba_line in self:
             if not riba_line.distinta_id.config_id.settlement_journal_id:
                 raise UserError(_("Please define a Settlement Journal."))
@@ -498,12 +534,13 @@ def riba_line_settlement(self):
                 riba_line.distinta_id.name,
                 riba_line.partner_id.name,
             )
+            move_date = date or riba_line.due_date.strftime("%Y-%m-%d")
             settlement_move = move_model.create(
                 {
                     "journal_id": (
                         riba_line.distinta_id.config_id.settlement_journal_id.id
                     ),
-                    "date": riba_line.due_date.strftime("%Y-%m-%d"),
+                    "date": move_date,
                     "ref": move_ref,
                 }
             )

diff --git a/l10n_it_ricevute_bancarie/readme/USAGE.rst b/l10n_it_ricevute_bancarie/readme/USAGE.rst
@@ -27,7 +27,12 @@ esposizione, cioè l'importo dovuto dal cliente a fronte dell'emissione
 della RiBa non ancora scaduta.
 
 In maniera predefinita la data delle registrazioni dei pagamenti viene
-impostata con la data di scadenza della RiBa, ma è possibile modificarla
-successivamente a pagamento effettivamente avvenuto selezionando la
-registrazione dalla vista ed elenco ed eseguendo l'azione "Imposta data
-di pagamento RiBa".
+impostata con la data di scadenza della RiBa, ma è possibile modificarla in due momenti:
+
+ - durante la creazione del pagamento,
+   cliccando su "Segna righe come pagate" o su "Segna coma pagata"
+   o usando l'azione "Registrazione Riba a data di scadenza"
+   e indicando una data nel campo `Data pagamento`,
+ - successivamente a pagamento effettivamente avvenuto selezionando la selezionando la
+   registrazione dalla vista ed elenco ed eseguendo l'azione "Imposta data
+   di pagamento RiBa".
diff --git a/l10n_it_ricevute_bancarie/security/ir.model.access.csv b/l10n_it_ricevute_bancarie/security/ir.model.access.csv
@@ -20,3 +20,4 @@ access_riba_file_export,riba_file_export,model_riba_file_export,account.group_ac
 access_presentation_riba_issue,access_presentation_riba_issue,model_presentation_riba_issue,account.group_account_invoice,1,1,1,1
 access_riba_due_date_settlement,riba_due_date_settlement,model_riba_due_date_settlement,account.group_account_invoice,1,1,1,1
 access_riba_payment_date,riba_payment_date,model_riba_payment_date,account.group_account_invoice,1,1,1,1
+access_riba_multiple_payment_date,Full access to Pay multiple RiBa lines,model_riba_payment_multiple,account.group_account_invoice,1,1,1,1
diff --git a/l10n_it_ricevute_bancarie/static/description/index.html b/l10n_it_ricevute_bancarie/static/description/index.html
@@ -8,11 +8,10 @@
 
 /*
 :Author: David Goodger ([email protected])
-:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
+:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
-Despite the name, some widely supported CSS2 features are used.
 
 See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
@@ -275,7 +274,7 @@
   margin-left: 2em ;
   margin-right: 2em }
 
-pre.code .ln { color: gray; } /* line numbers */
+pre.code .ln { color: grey; } /* line numbers */
 pre.code, code { background-color: #eeeeee }
 pre.code .comment, code .comment { color: #5C6576 }
 pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
@@ -301,7 +300,7 @@
 span.pre {
   white-space: pre }
 
-span.problematic, pre.problematic {
+span.problematic {
   color: red }
 
 span.section-subtitle {
@@ -367,7 +366,7 @@ <h1 class="title">ITA - Ricevute bancarie</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:100f1b7d1eb019a23cf3734dd6851726c6bb228961c00615be14977e5c7d470f
+!! source digest: sha256:a2cdacea824dfd13ef255fe16ac1579aa27f2f89714ca16d6c947e8eba08bcf4
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <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/l10n-italy/tree/14.0/l10n_it_ricevute_bancarie"><img alt="OCA/l10n-italy" src="https://img.shields.io/badge/github-OCA%2Fl10n--italy-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/l10n-italy-14-0/l10n-italy-14-0-l10n_it_ricevute_bancarie"><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/l10n-italy&amp;target_branch=14.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p><strong>Italiano</strong></p>
@@ -447,10 +446,18 @@ <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
 esposizione, cioè l’importo dovuto dal cliente a fronte dell’emissione
 della RiBa non ancora scaduta.</p>
 <p>In maniera predefinita la data delle registrazioni dei pagamenti viene
-impostata con la data di scadenza della RiBa, ma è possibile modificarla
-successivamente a pagamento effettivamente avvenuto selezionando la
+impostata con la data di scadenza della RiBa, ma è possibile modificarla in due momenti:</p>
+<blockquote>
+<ul class="simple">
+<li>durante la creazione del pagamento,
+cliccando su “Segna righe come pagate” o su “Segna coma pagata”
+o usando l’azione “Registrazione Riba a data di scadenza”
+e indicando una data nel campo <cite>Data pagamento</cite>,</li>
+<li>successivamente a pagamento effettivamente avvenuto selezionando la selezionando la
 registrazione dalla vista ed elenco ed eseguendo l’azione “Imposta data
-di pagamento RiBa”.</p>
+di pagamento RiBa”.</li>
+</ul>
+</blockquote>
 </div>
 <div class="section" id="known-issues-roadmap">
 <h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
@@ -497,9 +504,7 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <div class="section" id="maintainers">
 <h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
 <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>
+<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>

diff --git a/l10n_it_ricevute_bancarie/tests/riba_common.py b/l10n_it_ricevute_bancarie/tests/riba_common.py
@@ -249,6 +249,7 @@ def create_config_incasso(self):
                 "bank_id": self.company_bank.id,
                 "acceptance_journal_id": self.bank_journal.id,
                 "acceptance_account_id": self.sbf_effects.id,
+                "settlement_journal_id": self.bank_journal.id,
             }
         )
 
@@ -268,5 +269,6 @@ def create_config(self, sbf_collection_type):
                 "unsolved_journal_id": self.bank_journal.id,
                 "overdue_effects_account_id": self.unsolved_account.id,
                 "protest_charge_account_id": self.expenses_account.id,
+                "settlement_journal_id": self.bank_journal.id,
             }
         )
diff --git a/l10n_it_ricevute_bancarie/tests/test_riba.py b/l10n_it_ricevute_bancarie/tests/test_riba.py
@@ -4,9 +4,11 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
 import base64
+import datetime
 import os
 
 from odoo.exceptions import UserError
+from odoo.fields import first
 from odoo.tests import Form
 from odoo.tools import config, safe_eval
 
@@ -668,3 +670,81 @@ def test_riba_inv_no_bank(self):
         self.assertIn("Cannot post invoices", err_msg)
         self.assertIn(self.invoice.partner_id.display_name, err_msg)
         self.assertIn(str(self.invoice.amount_total), err_msg)
+
+    def test_riba_payment_date_multiple_lines(self):
+        """A specific date can be set to pay multiple RiBa lines."""
+        # Arrange
+        company = self.env.company
+        payment_date = datetime.date(2020, month=1, day=1)
+        payment_term = self.payment_term2
+        riba_configuration = self.riba_config_sbf_immediate
+        product = self.product1
+        partner = self.partner
+        company.due_cost_service_id = self.service_due_cost
+
+        invoice_form = Form(
+            self.env["account.move"].with_context(
+                default_move_type="out_invoice",
+                default_name="Test invoice",
+            )
+        )
+        invoice_form.partner_id = partner
+        invoice_form.invoice_payment_term_id = payment_term
+        invoice_form.riba_partner_bank_id = first(partner.bank_ids)
+        with invoice_form.invoice_line_ids.new() as line:
+            line.product_id = product
+        invoice = invoice_form.save()
+        invoice.action_post()
+
+        to_issue_action = self.env.ref(
+            "l10n_it_ricevute_bancarie.action_riba_da_emettere"
+        )
+        to_issue_records = self.env[to_issue_action.res_model].search(
+            safe_eval.safe_eval(to_issue_action.domain)
+        )
+        invoice_to_issue_records = to_issue_records & invoice.line_ids
+        self.assertTrue(invoice_to_issue_records)
+
+        issue_wizard_model = self.env["riba.issue"].with_context(
+            active_model=invoice_to_issue_records._name,
+            active_ids=invoice_to_issue_records.ids,
+        )
+        issue_wizard_form = Form(issue_wizard_model)
+        issue_wizard_form.configuration_id = riba_configuration
+        issue_wizard = issue_wizard_form.save()
+        issue_result = issue_wizard.create_list()
+        slip = self.env[issue_result["res_model"]].browse(issue_result["res_id"])
+
+        slip.confirm()
+        self.assertEqual(slip.state, "accepted")
+
+        credit_wizard_action = self.env.ref(
+            "l10n_it_ricevute_bancarie.riba_accreditation_action"
+        )
+        credit_wizard = (
+            self.env[credit_wizard_action["res_model"]]
+            .with_context(active_id=slip.id)
+            .create(
+                {
+                    "bank_amount": invoice.amount_total,
+                }
+            )
+        )
+        credit_wizard.create_move()
+        self.assertEqual(slip.state, "accredited")
+
+        # Act
+        payment_wizard_action = slip.settle_all_line()
+        payment_wizard_form = Form(
+            self.env[payment_wizard_action["res_model"]].with_context(
+                **payment_wizard_action["context"]
+            )
+        )
+        payment_wizard_form.payment_date = payment_date
+        payment_wizard = payment_wizard_form.save()
+        payment_wizard.pay()
+
+        # Assert
+        self.assertEqual(slip.state, "paid")
+        payment_move = slip.payment_ids.move_id
+        self.assertEqual(payment_move.date, payment_date)
diff --git a/l10n_it_ricevute_bancarie/views/riba_view.xml b/l10n_it_ricevute_bancarie/views/riba_view.xml
@@ -158,7 +158,7 @@
                     <button
                         name="settle_all_line"
                         type='object'
-                        string="Mark All as Settled"
+                        string="Mark lines as Settled"
                         class="oe_highlight"
                         attrs="{'invisible':[('state','!=','accredited')]}"
                     />
@@ -206,7 +206,7 @@
                                         icon="fa-exclamation-triangle"
                                     />
                                     <button
-                                        name="riba_line_settlement"
+                                        name="button_settle"
                                         type='object'
                                         attrs="{'invisible':['|',('type','=','incasso'),('state','!=','accredited')]}"
                                         string="Mark as Settled"

diff --git a/l10n_it_ricevute_bancarie/views/wizard_due_date_settlement.xml b/l10n_it_ricevute_bancarie/views/wizard_due_date_settlement.xml
@@ -12,6 +12,8 @@
                 />
                 <group>
                     <field name="due_date" />
+                    <field name="riba_ids" invisible="True" />
+                    <field name="payment_date" />
                 </group>
                 <footer>
                     <button

diff --git a/l10n_it_ricevute_bancarie/views/wizard_unsolved.xml b/l10n_it_ricevute_bancarie/views/wizard_unsolved.xml
@@ -22,6 +22,7 @@
                     <field name="bank_amount" />
                     <field name="bank_expense_account_id" />
                     <field name="expense_amount" />
+                    <field name="date" />
                 </group>
                 <footer>
                     <button

diff --git a/l10n_it_ricevute_bancarie/wizard/__init__.py b/l10n_it_ricevute_bancarie/wizard/__init__.py
@@ -11,5 +11,6 @@
 from . import wizard_accreditation
 from . import wizard_unsolved
 from . import wizard_presentation_riba
+from . import wizard_riba_multiple_payment
 from . import wizard_due_date_settlement
 from . import wizard_riba_payment_date
diff --git a/l10n_it_ricevute_bancarie/wizard/wizard_due_date_settlement.py b/l10n_it_ricevute_bancarie/wizard/wizard_due_date_settlement.py
@@ -7,6 +7,7 @@
 
 class RibaDueDateSettlement(models.TransientModel):
     _name = "riba.due.date.settlement"
+    _inherit = "riba.payment.multiple"
     _description = "Riba Due Date Settlement"
 
     due_date = fields.Date()
@@ -15,8 +16,9 @@ def due_date_settlement_confirm(self):
         active_ids = self.env.context.get("active_ids", False)
         if not active_ids:
             raise UserError(_("No active ID found."))
-        riba_ids = self.env["riba.distinta"].browse(active_ids)
-        riba_lines = riba_ids.mapped("line_ids").filtered(
-            lambda rl: rl.state == "accredited" and rl.due_date == self.due_date
+        riba_lines = self.riba_line_ids.filtered(
+            lambda rl: rl.due_date == self.due_date
+        )
+        riba_lines.riba_line_settlement(
+            date=self.payment_date,
         )
-        riba_lines.riba_line_settlement()