details: https://code.tryton.org/tryton/commit/f2c5d67fe779
branch: default
user: Cédric Krier <[email protected]>
date: Mon Feb 16 12:32:35 2026 +0100
description:
Add payment means to invoices
diffstat:
modules/account_invoice/CHANGELOG | 1 +
modules/account_invoice/doc/design.rst | 25 +-
modules/account_invoice/invoice.fodt | 38 +-
modules/account_invoice/invoice.py | 221
+++++++++-
modules/account_invoice/invoice.xml | 80 +++
modules/account_invoice/payment_term.xml | 9 +-
modules/account_invoice/setup.py | 5 +-
modules/account_invoice/tests/scenario_invoice_payment_means.rst | 71 +++
modules/account_invoice/tests/test_module.py | 1 +
modules/account_invoice/tryton.cfg | 9 +
modules/account_invoice/view/invoice_form.xml | 3 +-
modules/account_invoice/view/invoice_payment_mean_form.xml | 10 +
modules/account_invoice/view/invoice_payment_mean_list.xml | 7 +
modules/account_invoice/view/invoice_payment_mean_rule_form.xml | 16 +
modules/account_invoice/view/invoice_payment_mean_rule_list.xml | 8 +
15 files changed, 475 insertions(+), 29 deletions(-)
diffs (769 lines):
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/CHANGELOG
--- a/modules/account_invoice/CHANGELOG Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/CHANGELOG Mon Feb 16 12:32:35 2026 +0100
@@ -1,3 +1,4 @@
+* Add payment means to invoices
* Add an origin invoices field to the invoice
* Remove default invoice type
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/doc/design.rst
--- a/modules/account_invoice/doc/design.rst Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/doc/design.rst Mon Feb 16 12:32:35 2026 +0100
@@ -182,9 +182,9 @@
Payment terms are create and managed from the main menu item:
- |Financial --> Configuration --> Payment Terms --> Payment Terms|__
+ |Financial --> Configuration --> Invoice Payments --> Payment Terms|__
- .. |Financial --> Configuration --> Payment Terms --> Payment Terms|
replace:: :menuselection:`Financial --> Configuration --> Payment Terms -->
Payment Terms`
+ .. |Financial --> Configuration --> Invoice Payments --> Payment Terms|
replace:: :menuselection:`Financial --> Configuration --> Invoice Payments -->
Payment Terms`
__ https://demo.tryton.org/model/account.invoice.payment_term
Wizards
@@ -206,3 +206,24 @@
Payment terms can be tested out by opening the main menu item:
:menuselection:`Financial --> Configuration --> Payment Terms --> Test
Payment Term`
+
+.. _model-account.invoice.payment.mean.rule:
+
+Payment Mean Rule
+=================
+
+The *Payment Mean Rule* stores the payment instruments that are applied
+automatically on `Invoices <model-account.invoice>` without any of them on
+validation or posting.
+The selection is based on criteria such as the `company
+<company:model-company.company>` and the `currency
+<currency:model-currency.currency>` of the invoice.
+
+.. seealso::
+
+ Payment means rules are created and managed from the main menu item:
+
+ |Financial --> Configuration --> Invoice Payments --> Payment Means
Rules|__
+
+ .. |Financial --> Configuration --> Invoice Payments --> Payment Means
Rules| replace:: :menuselection:`Financial --> Configuration --> Invoice
Payments --> Payment Means Rules`
+ __ https://demo.tryton.org/model/account.invoice.payment.mean.rule
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/invoice.fodt
--- a/modules/account_invoice/invoice.fodt Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/invoice.fodt Mon Feb 16 12:32:35 2026 +0100
@@ -2,17 +2,17 @@
<office:document xmlns:css3t="http://www.w3.org/TR/css3-text/";
xmlns:grddl="http://www.w3.org/2003/g/data-view#";
xmlns:xhtml="http://www.w3.org/1999/xhtml";
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance";
xmlns:xsd="http://www.w3.org/2001/XMLSchema";
xmlns:xforms="http://www.w3.org/2002/xforms";
xmlns:dom="http://www.w3.org/2001/xml-events";
xmlns:script="urn:oasis:names:tc:opendocument:xmlns:script:1.0"
xmlns:form="urn:oasis:names:tc:opendocument:xmlns:form:1.0"
xmlns:math="http://www.w3.org/1998/Math/MathML";
xmlns:office="urn:oasis:names:tc:opendocument:xmlns:office:1.0"
xmlns:ooo="http://openoffice.org/2004/office";
xmlns:fo="urn:oasis:names:tc:opendocument:xmlns:xsl-fo-compatible:1.0"
xmlns:config="urn:oasis:names:tc:opendocument:xmlns:config:1.0"
xmlns:ooow="http://openoffice.org/2004/writer";
xmlns:xlink="http://www.w3.org/1999/xlink";
xmlns:drawooo="http://openoffice.org/2010/draw";
xmlns:oooc="http://openoffice.org/2004/calc";
xmlns:dc="http://purl.org/dc/elements/1.1/";
xmlns:calcext="urn:org:documentfoundation:names:experimental:calc:xmlns:calcext:1.0"
xmlns:style="urn:oasis:names:tc:opendocument:xmlns:style:1.0"
xmlns:text="urn:oasis:names:tc:opendocument:xmlns:text:1.0"
xmlns:of="urn:oasis:names:tc:opendocument:xmlns:of:1.2"
xmlns:tableooo="http://openoffice.org/2009/table";
xmlns:draw="urn:oasis:names:tc:opendocument:xmlns:drawing:1.0"
xmlns:dr3d="urn:oasis:names:tc:opendocument:xmlns:dr3d:1.0"
xmlns:rpt="http://openoffice.org/2005/report";
xmlns:formx="urn:openoffice:names:experimental:ooxml-odf-interop:xmlns:form:1.0"
xmlns:svg="urn:oasis:names:tc:opendocument:xmlns:svg-compatible:1.0"
xmlns:chart="urn:oasis:names:tc:opendocument:xmlns:chart:1.0"
xmlns:officeooo="http://openoffice.org/2009/office";
xmlns:table="urn:oasis:names:tc:opendocument:xmlns:table:1.0"
xmlns:field="urn:openoffice:names:experimental:ooo-ms-interop:xmlns:field:1.0"
xmlns:number="urn:oasis:names:tc:opendocument:xmlns:datastyle:1.0"
xmlns:meta="urn:oasis:names:tc:opendocument:xmlns:meta:1.0"
xmlns:loext="urn:org:documentfoundation:names:experimental:office:xmlns:loext:1.0"
office:version="1.4" office:mimetype="application/vnd.oasis.opendocument.text">
<office:meta>
- <meta:generator>LibreOffice/25.2.5.2$Linux_X86_64
LibreOffice_project/520$Build-2
+ <meta:generator>LibreOffice/25.2.7.2$Linux_X86_64
LibreOffice_project/520$Build-2
</meta:generator>
<meta:user-defined meta:name="Info 1" meta:value-type="string"/>
<meta:user-defined meta:name="Info 2" meta:value-type="string"/>
<meta:user-defined meta:name="Info 3" meta:value-type="string"/>
<meta:user-defined meta:name="Info 4" meta:value-type="string"/>
- <meta:document-statistic meta:page-count="8" meta:table-count="5"
meta:image-count="0" meta:object-count="0" meta:paragraph-count="129"
meta:word-count="325" meta:character-count="3870"/>
+ <meta:document-statistic meta:page-count="9" meta:table-count="5"
meta:image-count="0" meta:object-count="0" meta:paragraph-count="135"
meta:word-count="336" meta:character-count="3984"/>
</office:meta>
<office:settings>
<config:config-item-set config:name="ooo:view-settings">
- <config:config-item config:name="ViewAreaTop"
config:type="long">205105</config:config-item>
+ <config:config-item config:name="ViewAreaTop"
config:type="long">204893</config:config-item>
<config:config-item config:name="ViewAreaLeft"
config:type="long">0</config:config-item>
<config:config-item config:name="ViewAreaWidth"
config:type="long">25243</config:config-item>
<config:config-item config:name="ViewAreaHeight"
config:type="long">21883</config:config-item>
@@ -21,12 +21,12 @@
<config:config-item-map-indexed config:name="Views">
<config:config-item-map-entry>
<config:config-item config:name="ViewId"
config:type="string">view2</config:config-item>
- <config:config-item config:name="ViewLeft"
config:type="long">20849</config:config-item>
- <config:config-item config:name="ViewTop"
config:type="long">217225</config:config-item>
+ <config:config-item config:name="ViewLeft"
config:type="long">14400</config:config-item>
+ <config:config-item config:name="ViewTop"
config:type="long">217923</config:config-item>
<config:config-item config:name="VisibleLeft"
config:type="long">0</config:config-item>
- <config:config-item config:name="VisibleTop"
config:type="long">205105</config:config-item>
+ <config:config-item config:name="VisibleTop"
config:type="long">204893</config:config-item>
<config:config-item config:name="VisibleRight"
config:type="long">25241</config:config-item>
- <config:config-item config:name="VisibleBottom"
config:type="long">226986</config:config-item>
+ <config:config-item config:name="VisibleBottom"
config:type="long">226774</config:config-item>
<config:config-item config:name="ZoomType"
config:type="short">0</config:config-item>
<config:config-item config:name="ViewLayoutColumns"
config:type="short">1</config:config-item>
<config:config-item config:name="ViewLayoutBookMode"
config:type="boolean">false</config:config-item>
@@ -150,7 +150,7 @@
<config:config-item config:name="UseOldPrinterMetrics"
config:type="boolean">false</config:config-item>
<config:config-item config:name="RedlineProtectionKey"
config:type="base64Binary"/>
<config:config-item config:name="TabsRelativeToIndent"
config:type="boolean">true</config:config-item>
- <config:config-item config:name="Rsid"
config:type="int">3274672</config:config-item>
+ <config:config-item config:name="Rsid"
config:type="int">3380794</config:config-item>
<config:config-item config:name="UpdateFromTemplate"
config:type="boolean">true</config:config-item>
<config:config-item config:name="ProtectForm"
config:type="boolean">false</config:config-item>
<config:config-item config:name="MsWordCompMinLineHeightByFly"
config:type="boolean">false</config:config-item>
@@ -628,12 +628,16 @@
<style:style style:name="P24" style:family="paragraph"
style:parent-style-name="Text_20_body">
<style:paragraph-properties fo:text-align="center"
style:justify-single-word="false"/>
</style:style>
+ <style:style style:name="P25" style:family="paragraph"
style:parent-style-name="Table_20_Heading">
+ <style:text-properties officeooo:rsid="003346fa"
officeooo:paragraph-rsid="003346fa"/>
+ </style:style>
+ <style:style style:name="P26" style:family="paragraph"
style:parent-style-name="Text_20_body">
+ <style:paragraph-properties fo:text-align="start"
style:justify-single-word="false"/>
+ <style:text-properties officeooo:paragraph-rsid="003346fa"/>
+ </style:style>
<style:style style:name="T1" style:family="text">
<style:text-properties style:text-underline-style="solid"
style:text-underline-width="auto" style:text-underline-color="font-color"/>
</style:style>
- <style:style style:name="T2" style:family="text">
- <style:text-properties officeooo:rsid="000dd611"/>
- </style:style>
<style:style style:name="fr1" style:family="graphic"
style:parent-style-name="Frame">
<style:graphic-properties fo:margin-left="0cm" fo:margin-right="0cm"
fo:margin-top="0cm" fo:margin-bottom="0cm" style:wrap="parallel"
style:number-wrapped-paragraphs="no-limit" style:vertical-pos="middle"
style:vertical-rel="baseline" style:horizontal-pos="left"
style:horizontal-rel="paragraph" draw:opacity="100%" fo:padding="0cm"
fo:border="none" draw:wrap-influence-on-position="once-concurrent"
loext:allow-overlap="true">
<style:columns fo:column-count="1" fo:column-gap="0cm"/>
@@ -664,7 +668,7 @@
<text:p text:style-name="P2"><text:placeholder
text:placeholder-type="text"></if></text:placeholder></text:p>
<text:p text:style-name="P3"><text:placeholder
text:placeholder-type="text"><choose></text:placeholder></text:p>
<text:p text:style-name="P3"><text:placeholder
text:placeholder-type="text"><when
test="invoice.company.logo"></text:placeholder></text:p>
- <text:p text:style-name="P3"><draw:frame draw:style-name="fr1"
draw:name="image:invoice.company.get_logo_cm(7, 3.5)"
text:anchor-type="as-char" svg:width="7.001cm" draw:z-index="7">
+ <text:p text:style-name="P3"><draw:frame draw:style-name="fr1"
draw:name="image:invoice.company.get_logo_cm(7, 3.5)"
text:anchor-type="as-char" svg:width="7.001cm" draw:z-index="8">
<draw:text-box fo:min-height="3cm">
<text:p text:style-name="P4"/>
</draw:text-box>
@@ -1087,14 +1091,20 @@
<text:p text:style-name="P23"><text:soft-page-break/>Reference</text:p>
<text:p text:style-name="P24"><text:placeholder
text:placeholder-type="text"><invoice.customer_payment_reference></text:placeholder></text:p>
<text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"></if></text:placeholder></text:p>
+ <text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"><if
test="invoice.payment_means"></text:placeholder></text:p>
+ <text:p text:style-name="P25">Payment Means</text:p>
+ <text:p text:style-name="P26"><text:placeholder
text:placeholder-type="text"><for each="mean in
invoice.payment_means"></text:placeholder></text:p>
+ <text:p text:style-name="P26"><text:placeholder
text:placeholder-type="text"><mean.rec_name></text:placeholder></text:p>
+ <text:p text:style-name="P26"><text:placeholder
text:placeholder-type="text"></for></text:placeholder></text:p>
+ <text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"></if></text:placeholder></text:p>
</table:table-cell>
<table:covered-table-cell/>
</table:table-row>
</table:table>
<text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"></if></text:placeholder></text:p>
- <text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"><for each="comment in (invoice.comment or
'').split('\n')"></text:placeholder></text:p>
+ <text:p
text:style-name="Text_20_body"><text:soft-page-break/><text:placeholder
text:placeholder-type="text"><for each="comment in (invoice.comment or
'').split('\n')"></text:placeholder></text:p>
<text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"><comment></text:placeholder></text:p>
<text:p text:style-name="Text_20_body"><text:placeholder
text:placeholder-type="text"></for></text:placeholder></text:p>
</office:text>
</office:body>
-</office:document>
+</office:document>
\ No newline at end of file
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/invoice.py
--- a/modules/account_invoice/invoice.py Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/invoice.py Mon Feb 16 12:32:35 2026 +0100
@@ -18,8 +18,8 @@
from trytond import backend, config
from trytond.i18n import gettext
from trytond.model import (
- ChatMixin, DeactivableMixin, Index, ModelSQL, ModelView, Unique, Workflow,
- dualmethod, fields, sequence_ordered)
+ ChatMixin, DeactivableMixin, Index, MatchMixin, ModelSQL, ModelView,
+ Unique, Workflow, dualmethod, fields, sequence_ordered)
from trytond.model.exceptions import AccessError
from trytond.modules.account.exceptions import AccountMissing
from trytond.modules.account.tax import TaxableMixin
@@ -27,7 +27,7 @@
employee_field, reset_employee, set_employee)
from trytond.modules.currency.fields import Monetary
from trytond.modules.product import price_digits
-from trytond.pool import Pool
+from trytond.pool import Pool, PoolMeta
from trytond.pyson import Bool, Eval, Id, If
from trytond.report import Report
from trytond.rpc import RPC
@@ -250,6 +250,9 @@
payment_term = fields.Many2One(
'account.invoice.payment_term', "Payment Term",
ondelete='RESTRICT', states=_states)
+ payment_means = fields.One2Many(
+ 'account.invoice.payment.mean', 'invoice', "Payment Means",
+ states=_states)
alternative_payees = fields.Many2Many(
'account.invoice.alternative_payee', 'invoice', 'party',
"Alternative Payee", states=_states,
@@ -1485,6 +1488,26 @@
pattern.setdefault('country', self.invoice_address.country.id)
return self.company.get_tax_identifier(pattern)
+ @classmethod
+ def set_payment_means(cls, invoices):
+ pool = Pool()
+ PaymentMean = pool.get('account.invoice.payment.mean')
+ PaymentMeanRule = pool.get('account.invoice.payment.mean.rule')
+ payment_means = []
+ rules = PaymentMeanRule.search([])
+ for invoice in invoices:
+ if invoice.type != 'out':
+ continue
+ if invoice.payment_means:
+ continue
+ pattern = PaymentMeanRule.pattern_from_invoice(invoice)
+ for rule in rules:
+ if rule.match(pattern):
+ payment_mean = PaymentMean.from_rule(rule)
+ payment_mean.invoice = invoice
+ payment_means.append(payment_mean)
+ PaymentMean.save(payment_means)
+
@property
def invoice_report_versioned(self):
return self.state in {'posted', 'paid'} and self.type == 'out'
@@ -1560,6 +1583,14 @@
@classmethod
def view_attributes(cls):
+ pool = Pool()
+ PaymentMean = pool.get('account.invoice.payment.mean')
+ if not PaymentMean.get_instruments():
+ payment_means = [
+ ('/form//field[@name="payment_means"]', 'invisible', '1'),
+ ]
+ else:
+ payment_means = []
return super().view_attributes() + [
('/form//field[@name="comment"]', 'spell', Eval('party_lang')),
('/tree', 'visual',
@@ -1570,7 +1601,15 @@
& (Eval('amount_to_pay_today', 0) < 0)),
'danger',
If(Eval('state') == 'cancelled', 'muted', ''))),
- ]
+ ] + payment_means
+
+ @classmethod
+ def index_set_field(cls, name):
+ index = super().index_set_field(name)
+ if name == 'payment_means':
+ # payment means domain depends on alternative_payees
+ index = cls.index_set_field('alternative_payees') + 1
+ return index
@classmethod
def check_modification(cls, mode, invoices, values=None, external=False):
@@ -1974,6 +2013,7 @@
invoices_in = cls.browse([i for i in invoices if i.type == 'in'])
cls.set_number(invoices_in)
+ cls.set_payment_means(invoices)
cls._store_cache(invoices)
moves = []
for invoice in invoices_in:
@@ -2045,6 +2085,7 @@
context = transaction.context
cls.set_number(invoices)
+ cls.set_payment_means(invoices)
cls._store_cache(invoices)
moves = []
for invoice in invoices:
@@ -3396,6 +3437,178 @@
return line
+class PaymentMean(ModelSQL, ModelView):
+ __name__ = 'account.invoice.payment.mean'
+
+ invoice = fields.Many2One('account.invoice', "Invoice", required=True)
+ payees = fields.Function(
+ fields.Many2Many(
+ 'party.party', None, None, "Payees",
+ context={
+ 'company': Eval('company', -1),
+ }),
+ 'on_change_with_payees')
+ payers = fields.Function(
+ fields.Many2Many(
+ 'party.party', None, None, "Payers",
+ context={
+ 'company': Eval('company', -1),
+ }),
+ 'on_change_with_payers')
+ company = fields.Function(
+ fields.Many2One('company.company', "Company"),
+ 'on_change_with_company')
+ instrument = fields.Reference(
+ "Instrument", 'get_instruments', required=True)
+
+ @classmethod
+ def __setup__(cls):
+ super().__setup__()
+ cls.__access__.add('invoice')
+
+ @fields.depends(
+ 'invoice', '_parent_invoice.type',
+ '_parent_invoice.company', '_parent_invoice.party',
+ '_parent_invoice.alternative_payees')
+ def on_change_with_payees(self, name=None):
+ payees = []
+ if self.invoice:
+ if self.invoice.type == 'out':
+ if self.invoice.company:
+ payees.append(self.invoice.company.party)
+ elif self.invoice.type == 'in':
+ if self.invoice.party:
+ payees.append(self.invoice.party)
+ if self.invoice.alternative_payees:
+ payees.extend(self.invoice.alternative_payees)
+ return payees
+
+ @fields.depends(
+ 'invoice', '_parent_invoice.type',
+ '_parent_invoice.company', '_parent_invoice.party',
+ '_parent_invoice.alternative_payees')
+ def on_change_with_payers(self, name=None):
+ payers = []
+ if self.invoice:
+ if self.invoice.type == 'in':
+ if self.invoice.company:
+ payers.append(self.invoice.company.party)
+ elif self.invoice.type == 'out':
+ if self.invoice.party:
+ payers.append(self.invoice.party)
+ if self.invoice.alternative_payees:
+ payers.extend(self.invoice.alternative_payees)
+ return payers
+
+ @fields.depends('invoice', '_parent_invoice.company')
+ def on_change_with_company(self, name=None):
+ return self.invoice.company if self.invoice else None
+
+ @classmethod
+ def _get_instruments(cls):
+ return []
+
+ @classmethod
+ def get_instruments(cls):
+ pool = Pool()
+ Model = pool.get('ir.model')
+ Rule = pool.get('account.invoice.payment.mean.rule')
+ get_name = Model.get_name
+ instruments = Rule.get_instruments()
+ for model in cls._get_instruments():
+ instruments.append((model, get_name(model)))
+ return instruments
+
+ def get_rec_name(self, name):
+ return self.instrument.rec_name
+
+ @classmethod
+ def from_rule(cls, rule):
+ return cls(instrument=rule.instrument)
+
+
+class PaymentMean_Bank(metaclass=PoolMeta):
+ __name__ = 'account.invoice.payment.mean'
+
+ @classmethod
+ def __setup__(cls):
+ super().__setup__()
+ cls.instrument.domain['bank.account'] = [
+ ('owners.id', 'in', Eval('payees', [])),
+ ]
+
+ def get_rec_name(self, name):
+ name = super().get_rec_name(name)
+ if self.instrument.__name__ == 'bank.account':
+ for number in self.instrument.numbers:
+ name = f'{number.type_string}: {number.number}'
+ break
+ else:
+ name = ''
+ return name
+
+
+class PaymentMeanRule(sequence_ordered(), MatchMixin, ModelSQL, ModelView):
+ __name__ = 'account.invoice.payment.mean.rule'
+
+ company = fields.Many2One('company.company', "Company", required=True)
+ currency = fields.Many2One('currency.currency', "Currency")
+ payee = fields.Function(
+ fields.Many2One(
+ 'party.party', "Payee",
+ context={
+ 'company': Eval('company', -1),
+ }),
+ 'on_change_with_payee')
+ instrument = fields.Reference(
+ "Instrument", 'get_instruments', required=True)
+
+ @classmethod
+ def default_company(cls):
+ return Transaction().context.get('company')
+
+ @fields.depends('company')
+ def on_change_with_payee(self, name=None):
+ return self.company.party if self.company else None
+
+ @classmethod
+ def _get_instruments(cls):
+ return []
+
+ @classmethod
+ def get_instruments(cls):
+ pool = Pool()
+ Model = pool.get('ir.model')
+ get_name = Model.get_name
+ instruments = []
+ for model in cls._get_instruments():
+ instruments.append((model, get_name(model)))
+ return instruments
+
+ @classmethod
+ def pattern_from_invoice(cls, invoice):
+ return {
+ 'company': invoice.company.id,
+ 'currency': invoice.currency.id,
+ }
+
+
+class PaymentMeanRule_Bank(metaclass=PoolMeta):
+ __name__ = 'account.invoice.payment.mean.rule'
+
+ @classmethod
+ def __setup__(cls):
+ super().__setup__()
+ cls.instrument.domain['bank.account'] = [
+ ('owners.id', '=', Eval('payee', -1)),
+ ]
+
+ @classmethod
+ def _get_instruments(cls):
+ yield from super()._get_instruments()
+ yield 'bank.account'
+
+
class PaymentMethod(DeactivableMixin, ModelSQL, ModelView):
__name__ = 'account.invoice.payment.method'
company = fields.Many2One('company.company', "Company", required=True)
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/invoice.xml
--- a/modules/account_invoice/invoice.xml Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/invoice.xml Mon Feb 16 12:32:35 2026 +0100
@@ -9,6 +9,12 @@
sequence="20"
id="menu_invoices"/>
+ <menuitem
+ name="Invoice Payments"
+ parent="account.menu_account_configuration"
+ sequence="50"
+ id="menu_payments_configuration"/>
+
<record model="ir.action.wizard" id="wizard_pay">
<field name="name">Pay Invoice</field>
<field name="wiz_name">account.invoice.pay</field>
@@ -397,6 +403,80 @@
<field name="name">invoice_tax_tree_sequence</field>
</record>
+ <record model="ir.ui.view" id="invoice_payment_mean_view_form">
+ <field name="model">account.invoice.payment.mean</field>
+ <field name="type">form</field>
+ <field name="name">invoice_payment_mean_form</field>
+ </record>
+
+ <record model="ir.ui.view" id="invoice_payment_mean_view_list">
+ <field name="model">account.invoice.payment.mean</field>
+ <field name="type">tree</field>
+ <field name="name">invoice_payment_mean_list</field>
+ </record>
+
+ <record model="ir.ui.view" id="invoice_payment_mean_rule_view_form">
+ <field name="model">account.invoice.payment.mean.rule</field>
+ <field name="type">form</field>
+ <field name="name">invoice_payment_mean_rule_form</field>
+ </record>
+
+ <record model="ir.ui.view" id="invoice_payment_mean_rule_view_list">
+ <field name="model">account.invoice.payment.mean.rule</field>
+ <field name="type">tree</field>
+ <field name="name">invoice_payment_mean_rule_list</field>
+ </record>
+
+ <record model="ir.action.act_window"
id="act_invoice_payment_mean_rule_form">
+ <field name="name">Payment Means Rules</field>
+ <field name="res_model">account.invoice.payment.mean.rule</field>
+ </record>
+ <record model="ir.action.act_window.view"
id="act_invoice_payment_mean_rule_form_view1">
+ <field name="sequence" eval="10"/>
+ <field name="view" ref="invoice_payment_mean_rule_view_list"/>
+ <field name="act_window" ref="act_invoice_payment_mean_rule_form"/>
+ </record>
+ <record model="ir.action.act_window.view"
id="act_invoice_payment_mean_rule_form_view2">
+ <field name="sequence" eval="20"/>
+ <field name="view" ref="invoice_payment_mean_rule_view_form"/>
+ <field name="act_window" ref="act_invoice_payment_mean_rule_form"/>
+ </record>
+ <menuitem
+ parent="menu_payments_configuration"
+ action="act_invoice_payment_mean_rule_form"
+ sequence="20"
+ id="menu_invoice_payment_mean_rule"/>
+
+ <record model="ir.model.access" id="access_invoice_payment_mean_rule">
+ <field name="model">account.invoice.payment.mean.rule</field>
+ <field name="perm_read" eval="True"/>
+ <field name="perm_write" eval="False"/>
+ <field name="perm_create" eval="False"/>
+ <field name="perm_delete" eval="False"/>
+ </record>
+
+ <record model="ir.model.access"
id="access_invoice_payment_mean_rule_account">
+ <field name="model">account.invoice.payment.mean.rule</field>
+ <field name="group" ref="account.group_account"/>
+ <field name="perm_read" eval="True"/>
+ <field name="perm_write" eval="True"/>
+ <field name="perm_create" eval="True"/>
+ <field name="perm_delete" eval="True"/>
+ </record>
+
+ <record model="ir.rule.group"
id="rule_group_invoice_payment_mean_rule_companies">
+ <field name="name">User in companies</field>
+ <field name="model">account.invoice.payment.mean.rule</field>
+ <field name="global_p" eval="True"/>
+ </record>
+ <record model="ir.rule" id="rule_invoice_payment_mean_rule_companies">
+ <field
+ name="domain"
+ eval="[('company', 'in', Eval('companies', []))]"
+ pyson="1"/>
+ <field name="rule_group"
ref="rule_group_invoice_payment_mean_rule_companies"/>
+ </record>
+
<record model="ir.ui.view" id="pay_start_view_form">
<field name="model">account.invoice.pay.start</field>
<field name="type">form</field>
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/payment_term.xml
--- a/modules/account_invoice/payment_term.xml Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/payment_term.xml Mon Feb 16 12:32:35 2026 +0100
@@ -3,11 +3,6 @@
this repository contains the full copyright notices and license terms. -->
<tryton>
<data>
- <menuitem
- name="Payment Terms"
- parent="account.menu_account_configuration"
- sequence="50"
- id="menu_payment_terms_configuration"/>
<record model="ir.ui.view" id="payment_term_view_form">
<field name="model">account.invoice.payment_term</field>
<field name="type">form</field>
@@ -33,7 +28,7 @@
<field name="act_window" ref="act_payment_term_form"/>
</record>
<menuitem
- parent="menu_payment_terms_configuration"
+ parent="menu_payments_configuration"
action="act_payment_term_form"
sequence="10"
id="menu_payment_term_form"/>
@@ -106,7 +101,7 @@
<field name="action" ref="wizard_payment_term_test"/>
</record>
<menuitem
- parent="menu_payment_terms_configuration"
+ parent="menu_payments_configuration"
action="wizard_payment_term_test"
sequence="90"
id="menu_payment_term_test"/>
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/setup.py
--- a/modules/account_invoice/setup.py Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/setup.py Mon Feb 16 12:32:35 2026 +0100
@@ -50,7 +50,10 @@
requires.append(get_require_version('trytond_%s' % dep))
requires.append(get_require_version('trytond'))
-tests_require = [get_require_version('proteus')]
+tests_require = [
+ get_require_version('proteus'),
+ get_require_version('trytond_bank'),
+ ]
setup(name=name,
version=version,
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/tests/scenario_invoice_payment_means.rst
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/modules/account_invoice/tests/scenario_invoice_payment_means.rst Mon Feb
16 12:32:35 2026 +0100
@@ -0,0 +1,71 @@
+==============================
+Invoice Payment Means Scenario
+==============================
+
+Imports::
+
+ >>> from proteus import Model
+ >>> from trytond.modules.account.tests.tools import (
+ ... create_chart, create_fiscalyear, get_accounts)
+ >>> from trytond.modules.account_invoice.tests.tools import (
+ ... set_fiscalyear_invoice_sequences)
+ >>> from trytond.modules.company.tests.tools import create_company,
get_company
+ >>> from trytond.tests.tools import activate_modules, assertEqual,
assertFalse
+
+Activate modules::
+
+ >>> config = activate_modules(
+ ... ['account_invoice', 'bank'], create_company, create_chart)
+
+ >>> BankAccount = Model.get('bank.account')
+ >>> Invoice = Model.get('account.invoice')
+ >>> Party = Model.get('party.party')
+ >>> PaymentMeanRule = Model.get('account.invoice.payment.mean.rule')
+
+ >>> company = get_company()
+
+Create fiscal year::
+
+ >>> fiscalyear = set_fiscalyear_invoice_sequences(create_fiscalyear())
+ >>> fiscalyear.click('create_period')
+
+Get accounts::
+
+ >>> accounts = get_accounts()
+
+Create party::
+
+ >>> customer = Party(name='Party')
+ >>> customer.save()
+
+Setup payment mean rules::
+
+ >>> bank_account1 = BankAccount(owners=[Party(company.party.id)])
+ >>> _ = bank_account1.numbers.new(type='other', number='12345')
+ >>> bank_account1.save()
+
+ >>> bank_account2 = BankAccount(owners=[Party(company.party.id)])
+ >>> _ = bank_account1.numbers.new(type='other', number='67890')
+ >>> bank_account2.save()
+
+ >>> payment_mean_rule = PaymentMeanRule(instrument=bank_account1)
+ >>> payment_mean_rule.save()
+
+Create invoice without payment means::
+
+ >>> invoice = Invoice(type='out')
+ >>> invoice.party = customer
+ >>> assertFalse(invoice.payment_means)
+ >>> invoice.click('validate_invoice')
+ >>> payment_mean, = invoice.payment_means
+ >>> assertEqual(payment_mean.instrument, bank_account1)
+
+Create invoice with payment means::
+
+ >>> invoice = Invoice(type='out')
+ >>> invoice.party = customer
+ >>> payment_mean = invoice.payment_means.new()
+ >>> payment_mean.instrument = bank_account2
+ >>> invoice.click('post')
+ >>> payment_mean, = invoice.payment_means
+ >>> assertEqual(payment_mean.instrument, bank_account2)
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/tests/test_module.py
--- a/modules/account_invoice/tests/test_module.py Thu Feb 12 11:09:23
2026 +0100
+++ b/modules/account_invoice/tests/test_module.py Mon Feb 16 12:32:35
2026 +0100
@@ -40,6 +40,7 @@
ModuleTestCase):
'Test AccountInvoice module'
module = 'account_invoice'
+ extras = ['bank']
@with_transaction()
def test_payment_term(self):
diff -r 8397d8703b17 -r f2c5d67fe779 modules/account_invoice/tryton.cfg
--- a/modules/account_invoice/tryton.cfg Thu Feb 12 11:09:23 2026 +0100
+++ b/modules/account_invoice/tryton.cfg Mon Feb 16 12:32:35 2026 +0100
@@ -9,6 +9,8 @@
party
product
res
+extras_depend:
+ bank
xml:
invoice.xml
payment_term.xml
@@ -31,6 +33,8 @@
invoice.InvoiceLine
invoice.InvoiceLineTax
invoice.InvoiceTax
+ invoice.PaymentMean
+ invoice.PaymentMeanRule
invoice.InvoiceEdocumentStart
invoice.InvoiceEdocumentResult
invoice.PayInvoiceStart
@@ -70,3 +74,8 @@
account.CancelMoves
report:
invoice.InvoiceReport
+
+[register bank]
+model:
+ invoice.PaymentMean_Bank
+ invoice.PaymentMeanRule_Bank
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/view/invoice_form.xml
--- a/modules/account_invoice/view/invoice_form.xml Thu Feb 12 11:09:23
2026 +0100
+++ b/modules/account_invoice/view/invoice_form.xml Mon Feb 16 12:32:35
2026 +0100
@@ -83,7 +83,8 @@
<label name="customer_payment_reference"/>
<field name="customer_payment_reference"/>
- <newline/>
+
+ <field name="payment_means" colspan="4"/>
<label name="amount_to_pay_today"/>
<field name="amount_to_pay_today"/>
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/view/invoice_payment_mean_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/modules/account_invoice/view/invoice_payment_mean_form.xml Mon Feb
16 12:32:35 2026 +0100
@@ -0,0 +1,10 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form>
+ <label name="invoice"/>
+ <field name="invoice" colspan="3"/>
+
+ <label name="instrument"/>
+ <field name="instrument" colspan="3"/>
+</form>
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/view/invoice_payment_mean_list.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/modules/account_invoice/view/invoice_payment_mean_list.xml Mon Feb
16 12:32:35 2026 +0100
@@ -0,0 +1,7 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tree editable="1">
+ <field name="invoice" expand="1"/>
+ <field name="instrument" expand="2"/>
+</tree>
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/view/invoice_payment_mean_rule_form.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/modules/account_invoice/view/invoice_payment_mean_rule_form.xml Mon Feb
16 12:32:35 2026 +0100
@@ -0,0 +1,16 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form>
+ <label name="company"/>
+ <field name="company"/>
+ <label name="sequence"/>
+ <field name="sequence"/>
+
+ <label name="currency"/>
+ <field name="currency"/>
+ <newline/>
+
+ <label name="instrument"/>
+ <field name="instrument"/>
+</form>
diff -r 8397d8703b17 -r f2c5d67fe779
modules/account_invoice/view/invoice_payment_mean_rule_list.xml
--- /dev/null Thu Jan 01 00:00:00 1970 +0000
+++ b/modules/account_invoice/view/invoice_payment_mean_rule_list.xml Mon Feb
16 12:32:35 2026 +0100
@@ -0,0 +1,8 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton. The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<tree sequence="sequence">
+ <field name="company" expand="1" optional="1"/>
+ <field name="currency"/>
+ <field name="instrument" expand="2"/>
+</tree>
