[6177][ADD] account_billing_portal

account_billing_portal/README.rst

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+======================
+Account Billing Portal
+======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:89babb2f094b4575c62722a24872eaccae37cdc5edc018aaaf18c671e7d243a1
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |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_billing_portal
+    :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_billing_portal
+    :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 portal view for account billings. It allows users to
+change the portal billing report template via a configurable setting. It
+also adds the ability to send emails to partners directly from billing
+records with the billing report attached.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To choose the billing portal template:
+
+- Go to *Invoicing → Configuration → Settings*.
+- Set a value in **Choose Billing Email Template**. If set, this
+  template will be used when sending billing emails to
+  customers/vendors. If left empty, the default template from the
+  *Account Billing Portal* module will be used instead.
+- Set a value in **Choose Billing Portal Report**. If set, this report
+  will be used in the billing portal and as the PDF attachment in
+  billing emails. If left empty, the standard report from the *Account
+  Billing* module will be used instead.
+
+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_billing_portal%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
+
+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_billing_portal>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_billing_portal/__init__.py

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+from . import controllers
+from . import models

account_billing_portal/__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 Billing Portal",
+    "version": "18.0.1.0.0",
+    "author": "Quartile, Odoo Community Association (OCA)",
+    "category": "Accounting",
+    "website": "https://github.com/OCA/account-invoicing",
+    "license": "AGPL-3",
+    "depends": ["account_billing"],
+    "data": [
+        "security/account_billing_portal_security.xml",
+        "security/ir.model.access.csv",
+        "data/mail_template_data.xml",
+        "views/account_billing_portal_templates.xml",
+        "views/account_billing_views.xml",
+        "views/res_config_settings_views.xml",
+    ],
+    "maintainers": ["yostashiro", "aungkokolin1997"],
+    "development_status": "Alpha",
+    "installable": True,
+}

account_billing_portal/controllers/__init__.py

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+from . import portal

account_billing_portal/controllers/portal.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 collections import OrderedDict
+
+from odoo import _, http
+from odoo.exceptions import AccessError, MissingError
+from odoo.http import request
+
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.addons.portal.controllers.portal import pager as portal_pager
+
+
+class CustomerPortalBilling(CustomerPortal):
+    def _show_report(self, model, report_type, report_ref, download=False):
+        if model._name != "account.billing":
+            return super()._show_report(model, report_type, report_ref, download)
+        billing_report = request.env.user.company_id.billing_portal_report
+        if billing_report:
+            external_id = billing_report.get_external_id()
+            report_ref = external_id.get(billing_report.id)
+        return super()._show_report(model, report_type, report_ref, download)
+
+    def _get_billing_domain(self, bill_type=None):
+        domain = [("state", "=", "billed")]
+        if bill_type:
+            domain.append(("bill_type", "=", bill_type))
+        return domain
+
+    def _prepare_home_portal_values(self, counters):
+        values = super()._prepare_home_portal_values(counters)
+        Billing = request.env["account.billing"]
+        if "customer_bill_count" in counters:
+            values["customer_bill_count"] = (
+                Billing.search_count(self._get_billing_domain("out_invoice"))
+                if Billing.has_access("read")
+                else 0
+            )
+        if "vendor_bill_count" in counters:
+            values["vendor_bill_count"] = (
+                Billing.search_count(self._get_billing_domain("in_invoice"))
+                if Billing.has_access("read")
+                else 0
+            )
+        return values
+
+    def _get_billing_searchbar_sortings(self):
+        return {
+            "date": {"label": _("Newest"), "order": "create_date desc, id desc"},
+            "billing_date": {"label": _("Billing Date"), "order": "date desc, id desc"},
+            "name": {"label": _("Name"), "order": "name asc, id asc"},
+        }
+
+    def _render_billing_portal(
+        self,
+        page,
+        sortby,
+        filterby,
+        searchbar_filters,
+        default_filter,
+    ):
+        values = self._prepare_portal_layout_values()
+        Billing = request.env["account.billing"]
+        domain = self._get_billing_domain()
+        searchbar_sortings = self._get_billing_searchbar_sortings()
+        if not sortby:
+            sortby = "date"
+        order = searchbar_sortings[sortby]["order"]
+        if searchbar_filters:
+            if not filterby or filterby not in searchbar_filters:
+                filterby = default_filter
+            domain += searchbar_filters[filterby]["domain"]
+        count = Billing.search_count(domain)
+        pager = portal_pager(
+            url="/my/billings",
+            url_args={"sortby": sortby, "filterby": filterby},
+            total=count,
+            page=page,
+            step=self._items_per_page,
+        )
+        billings = Billing.search(
+            domain, order=order, limit=self._items_per_page, offset=pager["offset"]
+        )
+        request.session["my_billing_history"] = billings.ids[:100]
+        values.update(
+            {
+                "billings": billings,
+                "page_name": "billing",
+                "pager": pager,
+                "searchbar_sortings": searchbar_sortings,
+                "sortby": sortby,
+                "searchbar_filters": OrderedDict(sorted(searchbar_filters.items())),
+                "filterby": filterby,
+                "default_url": "/my/billings",
+            }
+        )
+        return request.render("account_billing_portal.portal_my_billings", values)
+
+    @http.route(
+        ["/my/billings", "/my/billings/page/<int:page>"],
+        type="http",
+        auth="user",
+        website=True,
+    )
+    def portal_my_billings(self, page=1, sortby=None, filterby=None, **kw):
+        return self._render_billing_portal(
+            page,
+            sortby,
+            filterby,
+            {
+                "all": {
+                    "label": _("All"),
+                    "domain": [("state", "=", "billed")],
+                },
+                "out_invoice": {
+                    "label": _("Customer Bills"),
+                    "domain": [("bill_type", "=", "out_invoice")],
+                },
+                "in_invoice": {
+                    "label": _("Vendor Bills"),
+                    "domain": [("bill_type", "=", "in_invoice")],
+                },
+            },
+            "all",
+        )
+
+    def _billing_get_page_view_values(self, billing, access_token, **kwargs):
+        values = {
+            "billing": billing,
+            "page_name": "billing",
+            "report_type": "html",
+        }
+        return self._get_page_view_values(
+            billing, access_token, values, "my_billing_history", False, **kwargs
+        )
+
+    @http.route(
+        ["/my/billings/<int:billing_id>"], type="http", auth="public", website=True
+    )
+    def portal_my_billing(
+        self, billing_id, access_token=None, report_type=None, download=False, **kw
+    ):
+        try:
+            billing_sudo = self._document_check_access(
+                "account.billing", billing_id, access_token
+            )
+        except (AccessError, MissingError):
+            return request.redirect("/my")
+        if report_type in ("html", "pdf", "text"):
+            pdf_report_name = "account_billing.report_account_billing"
+            return self._show_report(
+                model=billing_sudo,
+                report_type=report_type,
+                report_ref=pdf_report_name,
+                download=download,
+            )
+        values = self._billing_get_page_view_values(billing_sudo, access_token, **kw)
+        return request.render("account_billing_portal.portal_my_billing", values)

account_billing_portal/data/mail_template_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="email_template_billing" model="mail.template">
+        <field name="name">Billing</field>
+        <field name="model_id" ref="account_billing.model_account_billing" />
+        <field
+            name="subject"
+        >{{ object.company_id.name }} Billing (Ref {{ object.name or 'n/a' }})</field>
+        <field name="partner_to">{{ object.partner_id.id }}</field>
+        <field name="description">Sent billing to customer/vendor</field>
+        <field name="body_html" type="html">
+            <div style="margin: 0px; padding: 0px;">
+                <p style="margin: 0px; padding: 0px; font-size: 13px;">
+    Dear <t t-out="object.partner_id.name or ''">Brandon Freeman</t>
+    <t t-if="object.partner_id.parent_id">
+        (<t t-out="object.partner_id.parent_id.name or ''">Azure Interior</t>)
+    </t>
+    <br /><br />
+    Please find attached the billing from <t
+                    t-out="object.company_id.name or ''"
+                >YourCompany</t>.
+    <br /><br />
+    If you have any questions, please do not hesitate to contact us.
+    <br /><br />
+    Best regards,
+    <t t-if="not is_html_empty(env.user.signature)">
+                    <br />
+                    <br />
+                    <t t-out="env.user.signature or ''" />
+                </t>
+</p>
+            </div>
+        </field>
+        <field name="lang">{{ object.partner_id.lang }}</field>
+        <field name="auto_delete" eval="True" />
+    </record>
+</odoo>