Account Payment Mandate

account_payment_mandate · OCA/bank-payment-alternative

    Repository
    OCA/bank-payment-alternative · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Banking addons
    Folder size
    1.03 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/bank-payment-alternative
    Last tracking update
    2026-08-07 09:06:26
    Authors
    Akretion, Odoo Community Association (OCA), Tecnativa, Compassion CH, Therp B.V.
    Maintainers
    Akretion, Odoo Community Association (OCA), Tecnativa, Compassion CH, Therp B.V.
    Committers
    Alexis de Lattre, Weblate, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/account-payment:
    - account_payment_method_base
    OCA/bank-payment-alternative:
    - account_payment_batch_oca
    - account_payment_base_oca
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    - base_iban
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_payment_mandate_sale, account_payment_sepa_direct_debit
    Description
    This module adds a generic model for banking mandates. These mandates
can be specialized to fit any banking mandates (such as sepa or lsv).

A banking mandate is attached to a bank account and represents an
authorization that the bank account owner gives to a company for a
specific operation (such as direct debit). You can setup mandates from
the accounting menu or directly from a bank account.

    Code Analysis ⓘ

    Views touched (11)
    XML IDNameModelTypeStatus
    account_payment_line_form account_payment_mandate.account.payment.line.form account.payment.line form Inherits account_payment_batch_oca.account_payment_line_form
    account_payment_line_tree account_payment_mandate.account.payment.line.list account.payment.line list Inherits account_payment_batch_oca.account_payment_line_tree
    account_payment_method_form account_payment_mandate.account.payment.method.form account.payment.method form Inherits account_payment_base_oca.account_payment_method_form
    account_payment_order_form account.payment.order form Inherits account_payment_batch_oca.account_payment_order_form
    mandate_partner_bank_form mandate.res.partner.bank.form res.partner.bank form Inherits base.view_partner_bank_form
    mandate_partner_bank_tree mandate.res.partner.bank.list res.partner.bank list Inherits base.view_partner_bank_tree
    view_mandate_form view.mandate.form account.banking.mandate form New
    view_mandate_search view.mandate.search account.banking.mandate search New
    view_mandate_tree view.mandate.list account.banking.mandate list New
    view_move_form add.mandate.on.account.move.form account.move form Inherits account_payment_base_oca.view_move_form
    view_partner_property_form mandate.res.partner.form res.partner form Inherits account.view_partner_property_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (7)

    New fields (12)
    • company_id Many2one → res.company
      comodel_name='res.company' default=<expr> required=True string='Company'
    • format Selection
      default='basic' required=True string='Mandate Format' tracking=20 args: [('basic', 'Basic Mandate')]
    • last_debit_date Date
      readonly=True string='Date of the Last Debit'
    • partner_bank_id Many2one → res.partner.bank
      check_company=True comodel_name='res.partner.bank' compute='_compute_partner_bank_id' domain="[('partner_id', '=', partner_id)]" index='btree' ondelete='restrict' precompute=True readonly=False store=True string='Bank Account' tracking=40
    • partner_id Many2one → res.partner
      comodel_name='res.partner' index='btree' ondelete='restrict' required=True string='Partner' tracking=35
    • payment_line_ids One2many → account.payment.line
      comodel_name='account.payment.line' inverse_name='mandate_id' string='Related Payment Lines'
    • payment_line_ids_count Integer
      compute='_compute_payment_line_ids_count'
    • scan Binary
      string='Scan of the Mandate'
    • signature_date Date
      string='Date of Signature' tracking=50
    • state Selection
      default='draft' help='Only valid mandates can be used in a payment line. A cancelled mandate is a mandate that has been cancelled by the customer.' string='Status' tracking=60 args: [('draft', 'Draft'), ('valid', 'Valid'), ('final', 'Final Debit'), ('expired', 'Expired'), ('cancel', 'Cancelled')]
    • type Selection
      default='recurrent' required=True string='Type of Mandate' tracking=30 args: [('recurrent', 'Recurrent'), ('oneoff', 'Single Use')]
    • unique_mandate_reference Char
      copy=False default=<expr> tracking=10
    Public methods (7)
    • back2draft(self)
      Allows to set the mandate back to the draft state. This is for mandates cancelled by mistake.
    • cancel(self)
    • create(self, vals_list)
      @api.model_create_multi
    • final2valid(self)
      Should never happen. Only for user mistakes.
    • show_payment_lines(self)
    • valid2final(self)
    • validate(self)

    New fields (2)
    • mandate_id Many2one → account.banking.mandate
      check_company=True compute='_compute_mandate_id' domain="[('partner_id', '=', commercial_partner_id), ('state', 'in', ('valid', 'final')), ('company_id', '=', company_id)]" ondelete='restrict' readonly=False store=True string='Direct Debit Mandate' args: 'account.banking.mandate'
    • mandate_required Boolean
      related='preferred_payment_method_line_id.payment_method_id.mandate_required'
    Public methods (0)

    No public methods.

    New fields (2)
    • mandate_id Many2one → account.banking.mandate
      check_company=True comodel_name='account.banking.mandate' compute='_compute_mandate_id' domain="[('state', 'in', ('valid', 'final')), ('partner_id', '=', partner_id), ('company_id', '=', company_id)]" precompute=True readonly=False store=True string='Direct Debit Mandate'
    • mandate_required Boolean
      related='order_id.payment_method_id.mandate_required'
    Public methods (0)

    No public methods.

    New fields (1)
    • mandate_required Boolean
      help='Activate this option if this payment method requires your customer to sign a direct debit mandate with your company.'
    Public methods (0)

    No public methods.

    New fields (1)
    • mandate_required Boolean
      related='payment_method_id.mandate_required'
    Public methods (0)

    No public methods.

    New fields (2)
    • mandate_count Integer
      compute='_compute_mandate_count' readonly=True string='Number of Mandates'
    • valid_mandate_id Many2one → account.banking.mandate
      comodel_name='account.banking.mandate' compute='_compute_valid_mandate_id' string='First Valid Mandate'
    Public methods (0)

    No public methods.

    New fields (1)
    • mandate_ids One2many → account.banking.mandate
      comodel_name='account.banking.mandate' help='Banking mandates represent an authorization that the bank account owner gives to a company for a specific operation.' inverse_name='partner_bank_id' string='Direct Debit Mandates'
    Public methods (0)

    No public methods.

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