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Check for valid address before confirm an invoice, Odoo 16 CE

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invoiceconfirmation
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M. Höppner

Hello,

according to my accountant we always need an invoice address on an invoice ;-).
Some colleagues "always" forget that - that is why:


We need an additional check in Odoo 16 CE. 

An invoice can only be confirmed if the invoice address is complete: postcode, city, street, but also email. 

When Confirm is clicked, a pop-up or warning should appear. 

Standard users receive a warning that the address is incomplete. There should be a note/promt to complete it or to contact a user from the Chief Accounting group. These users should be listed with their real names. 

Users from the Chief Accounting group should see a pop-up with a warning similar to the one above: However, there should be 2 buttons: 1 button for "Go back" and 1 button for "OK confirm anyway".


  1. Question: is there an option / a tickbox I do not know to achieve that behaviour (or similar) out of the standard?
  2. Can someone check the module I tried to write with the help of an AI (sorry, I do not have the knowledge for that)?
structure:
/
├── __init__.py
├── __manifest__.py
├── models/
│   ├── __init__.py
│   └── account_move.py
└── views/
    └── account_move_views.xml

files:

__init__.py

from . import models


__manifest__.py

{
    'name': 'Invoice Address Validation',
    'version': '1.0',
    'category': 'Accounting',
    'summary': 'Verhindert das Bestätigen von Rechnungen bei unvollständiger Rechnungsadresse',
    'author': 'Dein Name',
    'depends': ['account'],
    'data': [
        'views/account_move_views.xml',
    ],
    'installable': True,
    'application': False,
}


models/__init__.py

from . import account_move
from . import warning_wizard

models/account_move.py

from odoo import models, fields, api, _

from odoo.exceptions import UserError


class AccountMove(models.Model):

    _inherit = 'account.move'


    @api.constrains('partner_id')

    def _check_invoice_address(self):

        for move in self:

            if move.move_type == 'out_invoice':  # Nur für Kundenrechnungen

                if not move.partner_id.street or not move.partner_id.zip or not move.partner_id.city or not move.partner_id.email:

                    # Fehler für Standard-User (keine Manager)

                    if not self.env.user.has_group('account.group_account_manager'):

                        accounting_managers = self.env['res.users'].search([('groups_id', 'in', self.env.ref('account.group_account_manager').id)])

                        managers_names = ', '.join([user.name for user in accounting_managers])

                        raise UserError(_('Die Rechnungsadresse ist unvollständig. Bitte fügen Sie die fehlenden Informationen hinzu oder kontaktieren Sie einen Accounting Manager: %s') % managers_names)


    def action_post(self):

        for move in self:

            if move.move_type == 'out_invoice':  # Nur für Kundenrechnungen

                if not move.partner_id.street or not move.partner_id.zip or not move.partner_id.city or not move.partner_id.email:

                    if self.env.user.has_group('account.group_account_manager'):

                        # Pop-up für Accounting Manager

                        return {

                            'type': 'ir.actions.act_window',

                            'name': 'Adresse unvollständig',

                            'res_model': 'warning.wizard',

                            'view_mode': 'form',

                            'view_id': self.env.ref('your_module_name.warning_wizard_view_form').id,

                            'target': 'new',

                        }

                    else:

                        # Fehlermeldung für Standard-User

                        accounting_managers = self.env['res.users'].search([('groups_id', 'in', self.env.ref('account.group_account_manager').id)])

                        managers_names = ', '.join([user.name for user in accounting_managers])

                        raise UserError(_('Die Rechnungsadresse ist unvollständig. Bitte fügen Sie die fehlenden Informationen hinzu oder kontaktieren Sie einen Accounting Manager: %s') % managers_names)

        # Wenn alles in Ordnung ist, den Super-Aufruf nutzen, um fortzufahren

        return super(AccountMove, self).action_post()



models/warning_wizard.py

from odoo import models, fields


class WarningWizard(models.TransientModel):

    _name = 'warning.wizard'

    _description = 'Warnung für unvollständige Adresse'


    message = fields.Text(string="Warnung", readonly=True, default="Die Rechnungsadresse ist unvollständig. Möchten Sie die Rechnung trotzdem bestätigen?")


    def action_confirm(self):

        # Rechnung trotzdem bestätigen

        active_id = self.env.context.get('active_id')

        if active_id:

            invoice = self.env['account.move'].browse(active_id)

            invoice._post(soft=False)  # Rechnung bestätigen

        return {'type': 'ir.actions.act_window_close'}


    def action_cancel(self):

        # Abbrechen

        return {'type': 'ir.actions.act_window_close'}



views/account_move_views.xml


(Uups - I can not insert the text / xml - it disappears...)


I can Install the modul but it does not work.
Frist test as a member of the chief accountant group gives me the error (hopefully the important lines):

...stuck ... :-(  I do not know, what I changed the last minutes...

Looking forward to get help.
Maybe someone knows an app from the app stor that solves the expectation.
Thanks








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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,
By default there is no option for this, so coming to the added code, could you share the error message that you receive with the above codes.

Thanks

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