[6258][ADD] account_move_partner_bank (#103)

[6258][ADD] account_move_partner_bank (#103)

Author: yostashiro

account_move_partner_bank/README.rst

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+=========================
+Account Move Partner Bank
+=========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:b0bbc6bb7b42a01fe927641c8dbfcbb8c0209dbd04a2cbf9176a5a4d32e4dcce
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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
+    :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
+    :target: https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank
+    :alt: OCA/account-invoicing
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-invoicing-18-0/account-invoicing-18-0-account_move_partner_bank
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+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.
+
+The bank source configuration supports multiple source models, allowing
+the same logic to be reused for other models (e.g., sale.order) by
+calling ``bank_account_source_ids.get_bank_for_record(record)``.
+
+Note: If you want to add a bank account field to other models related to
+account moves, you can extend the ``bank.account.mixin`` in a new module
+and simply add the bank account field to the views.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To set up a bank account for a partner:
+
+-  Go to the partner record.
+-  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.
+
+To set up a bank account for a sales team:
+
+-  Go to Sales > Configuration > Sales Teams.
+-  Select a team and set the Recipient Bank field. You can only choose a
+   bank account linked to the company's partner (i.e., one of the
+   company’s own bank accounts).
+
+To use bank accounts in invoices:
+
+-  Go to Settings → Companies.
+-  Open a company record.
+-  In the Bank Account Sources tab, create one or more records.
+
+   -  Source Model: Select the model from which the bank field path is
+      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.
+
+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.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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/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**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Quartile
+
+Contributors
+------------
+
+-  ``Quartile <https://www.quartile.co>``\ \_\_:
+
+   -  Aung Ko Ko Lin
+   -  Yoshi Tashiro
+
+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.
+
+.. |maintainer-yostashiro| image:: https://github.com/yostashiro.png?size=40px
+    :target: https://github.com/yostashiro
+    :alt: yostashiro
+.. |maintainer-aungkokolin1997| image:: https://github.com/aungkokolin1997.png?size=40px
+    :target: https://github.com/aungkokolin1997
+    :alt: aungkokolin1997
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-yostashiro| |maintainer-aungkokolin1997| 
+
+This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/18.0/account_move_partner_bank>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_move_partner_bank/__init__.py

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+from . import models

account_move_partner_bank/__manifest__.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Account Move Partner Bank",
+    "summary": "Configurable recipient bank account suggestion for invoices",
+    "version": "18.0.1.0.0",
+    "author": "Quartile, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-invoicing",
+    "category": "Account",
+    "license": "AGPL-3",
+    "depends": ["account"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/res_company_views.xml",
+        "views/res_partner_views.xml",
+    ],
+    "maintainers": ["yostashiro", "aungkokolin1997"],
+    "installable": True,
+}

account_move_partner_bank/i18n/ja.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_move_partner_bank
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 18.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2025-12-27 09:37+0000\n"
+"PO-Revision-Date: 2025-12-27 09:37+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: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_mixin__bank_account_id_domain
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_res_partner__bank_account_id_domain
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_res_users__bank_account_id_domain
+msgid "Bank Account Id Domain"
+msgstr "銀行口座IDドメイン"
+
+#. module: account_move_partner_bank
+#: model:ir.model,name:account_move_partner_bank.model_bank_account_mixin
+msgid "Bank Account Mixin"
+msgstr "銀行口座Mixin"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__bank_field_path
+msgid "Bank Field Path"
+msgstr "銀行フィールドパス"
+
+#. module: account_move_partner_bank
+#: model:ir.model,name:account_move_partner_bank.model_res_company
+msgid "Companies"
+msgstr "会社"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__company_id
+msgid "Company"
+msgstr "会社"
+
+#. module: account_move_partner_bank
+#: model:ir.model,name:account_move_partner_bank.model_res_partner
+msgid "Contact"
+msgstr "連絡先"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__create_uid
+msgid "Created by"
+msgstr "作成者"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__create_date
+msgid "Created on"
+msgstr "作成日"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__display_name
+msgid "Display Name"
+msgstr "表示名"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,help:account_move_partner_bank.field_bank_account_source__bank_field_path
+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:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__id
+msgid "ID"
+msgstr "ID"
+
+#. module: account_move_partner_bank
+#. odoo-python
+#: code:addons/account_move_partner_bank/models/bank_account_source.py:0
+msgid "Invalid bank field path: %s"
+msgstr "無効な銀行フィールドパス: %s"
+
+#. module: account_move_partner_bank
+#. odoo-python
+#: code:addons/account_move_partner_bank/models/bank_account_source.py:0
+msgid "Invalid path (last field must reference res.partner.bank): %s"
+msgstr "無効なパス（最後のフィールドはres.partner.bankを参照する必要があります）: %s"
+
+#. module: account_move_partner_bank
+#: model:ir.model,name:account_move_partner_bank.model_account_move
+msgid "Journal Entry"
+msgstr "仕訳"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__write_uid
+msgid "Last Updated by"
+msgstr "最終更新者"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__write_date
+msgid "Last Updated on"
+msgstr "最終更新日"
+
+#. module: account_move_partner_bank
+#: model:ir.model,name:account_move_partner_bank.model_bank_account_source
+msgid "Bank Account Source"
+msgstr "銀行口座提案元"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_res_company__bank_account_source_ids
+#: model_terms:ir.ui.view,arch_db:account_move_partner_bank.view_company_form
+msgid "Bank Account Sources"
+msgstr "銀行口座提案元"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_mixin__bank_account_id
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_res_partner__bank_account_id
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_res_users__bank_account_id
+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"
+msgstr "順序"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,field_description:account_move_partner_bank.field_bank_account_source__source_model_id
+msgid "Source Model"
+msgstr "ソースモデル"
+
+#. module: account_move_partner_bank
+#: model:ir.model.fields,help:account_move_partner_bank.field_bank_account_source__source_model_id
+msgid "The model from which the bank field path is resolved."
+msgstr "銀行フィールドパスの起点となるモデル"
+
+#. module: account_move_partner_bank
+#: model_terms:ir.ui.view,arch_db:account_move_partner_bank.view_company_form
+msgid "e.g. partner_id.bank_account_id"
+msgstr "例: partner_id.bank_account_id"

account_move_partner_bank/models/__init__.py

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+from . import bank_account_mixin
+from . import bank_account_source
+from . import res_partner
+from . import res_company
+from . import account_move

account_move_partner_bank/models/account_move.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    @api.depends("bank_partner_id", "partner_id")
+    def _compute_partner_bank_id(self):
+        super()._compute_partner_bank_id()
+        for move in self:
+            if not move.is_inbound():
+                continue
+            bank = move.company_id.bank_account_source_ids.get_bank_for_record(move)
+            if bank:
+                move.partner_bank_id = bank
+        return

account_move_partner_bank/models/bank_account_mixin.py

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+# Copyright 2025 Quartile (https://www.quartile.co)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class BankAccountMixin(models.AbstractModel):
+    _name = "bank.account.mixin"
+    _description = "Bank Account Mixin"
+
+    bank_account_id = fields.Many2one(
+        "res.partner.bank", string="Recipient Bank", copy=False
+    )
+    bank_account_id_domain = fields.Binary(compute="_compute_bank_account_id_domain")
+
+    def _compute_bank_account_id_domain(self):
+        # Override in inheriting models if needed
+        for record in self:
+            record.bank_account_id_domain = []