PA et import de contacts

__manifest__.py

@@ -26,12 +26,13 @@
     'data': [
         'security/ir.model.access.csv',
         'security/security.xml',
+        'views/settings.xml',
         'views/qualifier.xml',
         'views/address.xml',
         'views/email.xml',
         'views/phone.xml',
         'views/partner.xml',
-        'views/donation.xml',
+        'views/recurring_donation.xml',
         'data/recurring_donation_configuration.xml',
         'views/relationship.xml',
         'views/operation.xml',
@@ -43,11 +44,16 @@
         'views/aggregate.xml',
         'views/duplicate.xml',
         'views/template_rf.xml',
+        'views/template_pa.xml',
         'wizard/operation_duplicate_wizard.xml',
+        'wizard/recurring_donation_wizard.xml',
         'report/report_donationtax.xml',
+        'report/report_donation_recurring.xml',
         'report/report.xml',
         'views/donation_tax_receipt.xml',
-        'views/laposte_ref.xml'
+        'views/laposte_ref.xml',
+        'views/partner_import.xml',
+        'data/donation_recurring_mail_template.xml'
        
         #'views/website_donation.xml'
         

data/donation_recurring_mail_template.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="utf-8" ?>
+
+<odoo noupdate="1">
+    <record id="donation_recurring_email_template" model="mail.template">
+        <field name="name">Send by Email</field>
+        <field
+            name="email_from"
+        >${(user.email and '%s &lt;%s&gt;' % (user.name, user.email) or '')|safe}</field>
+        <field
+            name="subject"
+        >${object.company_id.name} - Recurring donation information</field>
+        <field name="partner_to">${object.partner_id.id}</field>
+        <field name="model_id" ref="donation.model_donation_donation" />
+        <field name="auto_delete" eval="False" />
+        <field name="lang">${object.partner_id.lang}</field>
+        <field   name="body_html"> </field>
+    </record>
+</odoo>

data/recurring_donation_configuration.xml

@@ -1,12 +1,3 @@
 <odoo>
-<data noupdate="1">
 
-<record model="opendons.recurring_donation_configuration" id="num1">
-        <field name="generation_day">5</field>
-        <field name="limite_days_before">15</field>
-        
-</record>
-
-
-</data>
 </odoo>

i18n/fr.po

@@ -526,7 +526,7 @@ msgid "Duplicate operation"
 msgstr "Dupliquer l'opération"
 
 #. module: opendons
-#: model:ir.model,name:opendons.model_opendons_operation_duplicate
+#: model:ir.model,name:opendpendons.model_opendons_operation_duplicate
 msgid "Duplicate the operation"
 msgstr "Dupliquer l'opération"
 
@@ -1162,7 +1162,7 @@ msgstr "Code postal"
 #. module: opendons
 #: model_terms:ir.ui.view,arch_db:opendons.view_opendons_donation_tax_receipt_form
 msgid "Print"
-msgstr "Imprimmer"
+msgstr "Imprimer"
 
 #. module: opendons
 #: model:ir.model.fields.selection,name:opendons.selection__res_partner__type__private
@@ -2133,3 +2133,98 @@ msgstr ""
 #: model:ir.model.fields,field_description:opendons.field_opendons_qualifier_partnerqualifier__value_text
 msgid "value"
 msgstr "valeur"
+
+#. module: opendons
+#: model_terms:ir.ui.view,arch_db:opendons.view_opendons_donation_form
+msgid "Stop"
+msgstr "Arrêter les prélèvements"
+
+#. module: opendons
+#: model:ir.model.fields,field_description:opendons.field_donation_donation__stopped_reason
+#: model:ir.model.fields,field_description:opendons.field_opendons_recurringdonation_wizard__stopped_reason
+msgid "Stop reason"
+msgstr "Raison"
+
+#. module: opendons
+#: code:addons/opendons/models/donation.py:0
+#: model:ir.actions.act_window,name:opendons.action_recurring_donation_wizard
+#, python-format
+msgid "Stop recurring donation"
+msgstr "Arrêter les prélèvements"
+
+#. module: opendons
+#: model:ir.model.fields.selection,name:opendons.selection__donation_donation__recurring_template__stopped
+#: model_terms:ir.ui.view,arch_db:opendons.view_opendons_donation_form
+msgid "Stopped"
+msgstr "Stoppé"
+
+#. module: opendons
+#: model:ir.model.fields,field_description:opendons.field_donation_donation__stopped_date
+msgid "Stopped Date"
+msgstr "Date d'arrêt"
+
+#. module: opendons
+#: code:addons/opendons/models/donation.py:0
+#, python-format
+msgid "Stopped Recurring Donation %s"
+msgstr "Prélèvement automatique stoppé %s"
+
+#. module: opendons
+#: model_terms:ir.ui.view,arch_db:opendons.view_opendons_donation_form
+msgid "Suspend"
+msgstr "Suspendre le prélèvement"
+
+#. module: opendons
+#: model_terms:ir.ui.view,arch_db:opendons.view_opendons_donation_form
+msgid "This action is defintive, are you sure ?"
+msgstr "Cette action est définitive, êtes-vous sûr ?"
+
+#. module: opendons
+#: model_terms:ir.ui.view,arch_db:opendons.recurring_donation_view
+msgid "stop the recurring donation"
+msgstr "Arrêter le prélèvement automatique"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraft_title_menu
+msgid "Partners import"
+msgstr "Import de contacts"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraft_menu
+msgid "Partners imported"
+msgstr "Contact importés pour transfert"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraftfile_menu
+msgid "Partners files"
+msgstr "Fichiers d'import"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraft_file_mapping_menu
+msgid "mapping fields"
+msgstr "mapping des champs"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraftfileimport_menu
+msgid "Import files"
+msgstr "Importer les fichiers"
+
+#. module: opendons
+#: model:ir.actions.server,name:opendons.ir_action_partnerdraft_transfert
+msgid "transfert draft partners"
+msgstr "Transfert vers la base des contacts"
+
+#. module: opendons
+#: model:ir.ui.menu,name:opendons.opendons_partnerdraftfiletransfert_menu
+msgid "Draft Partners transfert"
+msgstr "Transfert vers la base des contacts"
+
+#. module: opendons
+#: model:ir.model.fields,field_description:opendons.field_opendons_partnerdraftfile_mapping__external_field
+msgid "external field"
+msgstr "Champ du fichier"
+
+#. module: opendons
+#: model:ir.model.fields,field_description:opendons.field_opendons_partnerdraftfile_mapping__odoo_field
+msgid "odoo field"
+msgstr "Champ interne"

models/__init__.py

@@ -17,4 +17,7 @@ from . import duplicate
 from . import template_rf
 from . import donation_tax_receipt
 from . import laposte_ref
+from . import settings
+from . import donation_recurring_template_letter
+from . import partner_import
 #from . import res_partner_bank

models/donation.py

@@ -1,17 +1,17 @@
 from odoo import models, fields, api,_
 from odoo.exceptions import UserError, ValidationError,Warning
 from psycopg2 import sql, DatabaseError
-from datetime import datetime
+from datetime import datetime,timedelta,date
+from dateutil.relativedelta import relativedelta
 
 from werkzeug import utils
 import base64
 
 class opendons_recurring_donation(models.Model):
-    _name = 'opendons.recurring_donation_configuration'
+    _name = 'opendons.recurring_donation'
     _description = 'recurring donation management'
 
-    generation_day=fields.Integer('Generation day in the month')
-    limite_days_before=fields.Integer('Limite_days before generation day')
+    last_execution_date=fields.Date('Last execution date')
 
 class DonationDonation(models.Model):
     _inherit = 'donation.donation'
@@ -37,13 +37,32 @@ class DonationDonation(models.Model):
         ondelete='restrict'
         
     )
-    
+    recurring_template = fields.Selection(
+        [("active", "Active"), ("suspended", "Suspended"),("stopped", "Stopped")],
+        string="Recurring Template",
+        copy=False,
+        index=True,
+        tracking=True,
+    )
+    start_date= fields.Date(
+        string='Start Date',
+        index=True,
+        required=True,
+        track_visibility='onchange'
+    )
     end_date = fields.Date(
         string='End Date',
         index=True,
+        track_visibility='onchange'
+    )
+    stopped_date = fields.Date(
+        string='Stopped Date',
+        index=True,
         readonly=True,
         track_visibility='onchange'
     )
+    stopped_reason=fields.Selection(string='Stop reason',selection=[('motif1', 'Motif 1'), ('motif2', 'Motif 2')],default='motif1',track_visibility='onchange')
+
     suspended_date = fields.Date(
         string='Suspended Date',
         index=True,
@@ -66,39 +85,20 @@ class DonationDonation(models.Model):
             string='Payment Batch',
             ondelete='set null'
         )
-
-    @api.model
-    def create(self, vals):
-        vals['tax_receipt_option']='annual'
-        res = super(DonationDonation, self).create(vals)
-        #res.tax_receipt_option='annual'
-        
-        # sepa_payment_method=self.env['account.payment.method'].search([('code','=','sepa_direct_debit')])
-        # if sepa_payment_method:
-        #   sepa_payment_mode=self.env['account.payment.mode'].search([('payment_method_id','=',int( sepa_payment_method))])
-        #   if sepa_payment_mode:
-        #       res.payment_mode_id=sepa_payment_mode.id
-        #   else:
-        #       raise Warning('Please configure mode sepa payment')
-
-        # else:
-        #     raise Warning('Please configure method sepa payment')
-
-
-        return res
-
+     
     def _default_payment_mode_id(self):
         
-        #if self.recurring_template=='active':
+        #raise Warning(self.recurring_template)
+        if self.recurring_template=='active':
             
-        sepa_payment_method=self.env['account.payment.method'].search([('code','=','sepa_direct_debit')])
-        
-        if sepa_payment_method:
+            sepa_payment_method=self.env['account.payment.method'].search([('code','=','sepa_direct_debit')])
             
-            id=int(sepa_payment_method.id)
-            return 4
-        else:
-            raise Warning('veuillez configurer la méthode de paiment SEPA')
+            if sepa_payment_method:
+                
+                id=int(sepa_payment_method.id)
+                return 4
+            else:
+                raise Warning('veuillez configurer la méthode de paiment SEPA')
 
     payment_mode_id = fields.Many2one(
         "account.payment.mode",
@@ -107,10 +107,60 @@ class DonationDonation(models.Model):
         copy=False,
         tracking=True,
         check_company=True,
+        default=_default_payment_mode_id,
         states={"done": [("readonly", True)]}
         
     )
 
+    @api.model
+    def create(self, vals):
+        vals['tax_receipt_option']='annual'
+        
+        res = super(DonationDonation, self).create(vals)
+        
+
+
+        return res
+
+   
+
+    @api.onchange("partner_id")
+    def donation_partner_direct_debit_change(self):
+        
+        if not self.payment_mode_id and self.recurring_template=='active':
+            self.mandate_id=False
+            sepa_payment_method=self.env['account.payment.method'].search([('code','=','sepa_direct_debit')],limit=1)
+            if sepa_payment_method:
+                sepa_payment_mode=self.env['account.payment.mode'].search([('payment_method_id','=',int(sepa_payment_method.id))],limit=1)
+                if sepa_payment_mode:
+                    self.payment_mode_id=sepa_payment_mode.id
+                else:
+                    raise Warning(_('Please configure a SEPA payment mode'))
+
+            else:
+                raise Warning(_('Please configure a SEPA payment method'))
+        
+        if (
+            
+            self.partner_id
+            and self.payment_mode_id
+            and self.payment_mode_id.payment_method_id.mandate_required
+           
+        ):
+            
+            mandate = self.env["account.banking.mandate"].search(
+                [
+                    ("state", "=", "valid"),
+                    ("partner_id", "=", int(self.partner_id)),
+                ],
+                limit=1,
+            )
+            if mandate:
+                self.mandate_id = mandate
+            else:
+                self.mandate_id=False
+    
+
  
 
     @api.onchange('operation_id')
@@ -122,9 +172,48 @@ class DonationDonation(models.Model):
     
     def generate_recurring_payment(self):
         #self.ensure_one()
+        
+        
+        generation_day = self.env['ir.config_parameter'].get_param('opendons.generation_day', '')
+        limit_days_before = int(self.env['ir.config_parameter'].get_param('opendons.limit_days_before'))
+        debug_mode = self.env['ir.config_parameter'].get_param('opendons.pa_debug_mode')
 
+        r=self.env['opendons.recurring_donation'].search([])
+        
+        if r.last_execution_date and not debug_mode:
+            month_last_exe=r.last_execution_date.month
+            month_today=datetime.now().date().month
+           
+            #si le mois en cours a déjà été executé, l'execution est donc pour le mois suivant :
+            if month_last_exe==month_today:
+                date_generation=r.last_execution_date+relativedelta(months=1)
+                date_before=date_generation-timedelta(days=limit_days_before)
+                date_today=datetime.now().date()
+                #si la date du jour est antérieur à la date limite alors message
+                if date_today<date_before: raise Warning('you can\'t generate recurring payment before the '+str(date_before))
+        
+
+        elif debug_mode :
+            #en mode debug on génère les dons même si déjà généré pour le mois
+            date_generation=datetime(datetime.now().date().year,datetime.now().date().month,int(generation_day))
+        else:
+            #si aucune génération de don effectuée, la date de génération est le mois en cours
+            date_generation=datetime(datetime.now().date().year,datetime.now().date().month,int(generation_day))
         
         
+        
+        
+            #si le mois en cours a déjà été executé, l'execution est donc pour le mois suivant :
+            
+            #si la date < date limite inférieur du mois suivant : message d'erreur
+            #la date de dernière execution sera alors celle du mois suivant
+
+            #si le mois en cours n'a pas été executé alors execution
+            #la date de dernière execution sera alors celle du mois actuel
+
+        #if date_today<date_before and date_today>date_after:raise Warning('today you can\'t generate recurring payment')
+
+        
         doo = self.env["donation.donation"]
         #chercher les templates de dons récurrents actifs
         donations = doo.search(
@@ -140,10 +229,11 @@ class DonationDonation(models.Model):
         #création d'un don si les dates sont bonnes
         
         for donation in donations:
+            if not donation.start_date: continue
             generate=True
             existing_recur_donations = doo.search([("source_recurring_id", "=",int(donation.id))])
             
-            if donation.donation_date>fields.Date.context_today(self):
+            if donation.start_date>fields.Date.context_today(self):
                 generate=False
                 
             delta=0
@@ -164,7 +254,7 @@ class DonationDonation(models.Model):
             if generate==True:
                 default = {
                     "recurring_template":'',
-                    "donation_date": fields.Date.context_today(self),
+                    "donation_date": date_generation,
                     "source_recurring_id": donation.id,
                     "payment_ref": '',
                     "payment_mode_id":donation.payment_mode_id.id,
@@ -177,7 +267,7 @@ class DonationDonation(models.Model):
                 #ajout du don à la collection des dons générés pour affichage
                 new_donation_ids.append(new_donation.id)
                 #mise à jour de la date de dernière génération
-                donation.lastexecution_date=datetime.now().date()
+                donation.lastexecution_date=date_generation
                 
         payment_mode_id=donation.payment_mode_id.id
         if not new_donation_ids : raise Warning ("aucun don n'a été généré")
@@ -198,6 +288,11 @@ class DonationDonation(models.Model):
         #         "limit": 500,
         #     }
         # )
+        if not r:r.create({'last_execution_date':date_generation})
+        if r:r.write({'last_execution_date':date_generation})
+        r=self.env['opendons.recurring_donation'].search([])
+        
+
         action = self.env.ref("account_payment_order.account_payment_order_inbound_action").sudo().read([])[0]
         
         action.update(
@@ -430,4 +525,56 @@ class DonationDonation(models.Model):
         #     }
         # )
         
-        return action
+        return action
+    
+    def active2suspended(self):
+        self.ensure_one()
+        assert self.recurring_template == "active"
+        self.write({"recurring_template": "suspended"})
+        self.write({"suspended_date": fields.Date.context_today(self)})
+    
+    def suspended2active(self):
+        self.ensure_one()
+        assert self.recurring_template == "suspended"
+        self.write({"recurring_template": "active"})
+        self.write({"suspended_date": False})
+    
+    def active2stopped(self):
+        self.ensure_one()
+        assert self.recurring_template == "active"
+        view=self.env.ref('opendons.recurring_donation_view')
+
+        wiz=self.env['opendons.recurringdonation.wizard'].create({'stopped_reason':'motif1','donation_id':self.id})
+
+        return {
+            'name': _('Stop recurring donation'),
+            'type': 'ir.actions.act_window',
+            'view_type': 'form',
+            'view_mode': 'form',
+            'res_model': 'opendons.recurringdonation.wizard',
+            'views': [(view.id, 'form')],
+            'view_id': view.id,
+            'target': 'new',
+            'res_id': wiz.id,
+            'context': self.env.context,
+        }
+        
+        
+        
+        # self.write({"recurring_template": "stopped"})
+        # self.write({"stopped_date": fields.Date.context_today(self)})
+    
+    @api.depends("state", "partner_id", "move_id", "recurring_template")
+    def name_get(self):
+        res = []
+        for donation in self:
+            if donation.recurring_template == "active":
+                name = _("Recurring Donation %s") % (donation.number)
+            elif donation.recurring_template == "suspended":
+                name = _("Suspended Recurring Donation %s") % (donation.number)
+            elif donation.recurring_template == "stopped":
+                name = _("Stopped Recurring Donation %s") % (donation.number)
+            else:
+                name = super(DonationDonation, donation).name_get()[0][1]
+            res.append((donation.id, name))
+        return res

models/donation_recurring_template_letter.py

@@ -0,0 +1,75 @@
+from odoo import api, fields, models,_
+from odoo.exceptions import UserError,Warning
+
+
+class DonationRecurringTemplateLetter(models.Model):
+    _inherit = "donation.donation"
+    
+    template_pa_id=fields.Many2one('opendons.template_pa_letter', '(e)mail to send')
+    html_content=fields.Html('html content',compute='pa_html_content')
+    html_content_print=fields.Html('html content print')
+
+    def action_print_pa(self):
+        self.ensure_one()
+
+        if self.html_content:
+            html_content_print=self.html_content
+            html_content_print=html_content_print.replace('{{partner_id.name}}',self.partner_id.name)
+            html_content_print=html_content_print.replace('{{partner_id.firstname}}',self.partner_id.firstname)
+
+
+
+            self.html_content_print=self.html_content
+            
+        
+            return self.env.ref("opendons.report_donation_recurring_letter").report_action(self)
+        else:
+            raise Warning('please select a mail to print')
+        
+    def action_send_pa(self):
+        self.ensure_one()
+        
+        if not self.partner_id.email:
+            raise UserError(
+                _("Missing email on partner '%s'.") % self.partner_id.display_name
+            )
+        self.partner_id.display_name
+        template = self.env.ref("opendons.donation_recurring_email_template")
+        compose_form = self.env.ref("mail.email_compose_message_wizard_form")
+        ctx = dict(
+            default_model="donation.donation",
+            default_res_id=self.id,
+            default_use_template=bool(template),
+            default_template_id=template.id,
+            default_composition_mode="comment",
+            default_body_html='dddd'
+        )
+        action = {
+            "name": _("Compose Email"),
+            "type": "ir.actions.act_window",
+            "view_mode": "form",
+            "res_model": "mail.compose.message",
+            "view_id": compose_form.id,
+            "target": "new",
+            "context": ctx,
+        }
+        return action
+
+    def pa_html_content(self):
+        self.html_content=self.template_pa_id.html_content
+
+class opendons_template_pa(models.Model):
+    _name = 'opendons.template_pa_letter'
+    _description = 'manage pa html template'
+    
+    name=fields.Char('name')
+    description=fields.Text('description')
+    active=fields.Boolean('active')
+    html_content=fields.Html('Html content')
+    
+    def action_update_pa(self):
+
+        pa=self.env['donation.donation'].search([('template_pa_id','=',int(self.id))])
+
+        for p in pa:
+            p.html_content=self.html_content

models/donation_tax_receipt.py

@@ -5,7 +5,7 @@ class DonationTaxReceipt(models.Model):
     _inherit = "donation.tax.receipt"
     
     template_rf_id=fields.Many2one('opendons.template_rf', 'RF template')
-    html_content=fields.Html('html content',compute='_html_content')
+    html_content=fields.Html('html content',compute='_html_content_rf')
     html_content_print=fields.Html('html content print')
 
     def action_print_rf(self):
@@ -22,5 +22,5 @@ class DonationTaxReceipt(models.Model):
         return self.env.ref("opendons.report_donation_tax_receipt").report_action(self)
         #return True
     
-    def _html_content(self):
+    def _html_content_rf(self):
         self.html_content=self.template_rf_id.html_content

models/partner_import.py

@@ -0,0 +1,199 @@
+from odoo import models, fields, api
+from odoo.exceptions import UserError, ValidationError, Warning
+from psycopg2 import sql, DatabaseError
+from odoo.tools.safe_eval import safe_eval, datetime
+
+from werkzeug import utils
+import csv
+import base64
+import io
+import json        
+                    
+    
+
+class opendons_partnerdraftfile(models.Model):
+    _name = 'opendons.partnerdraftfile'
+    _description = 'draft partner file'
+    
+    #file= fields.Binary("Téléverser le fichier des contacts")
+    file = fields.Binary("Attachment")
+    file_name = fields.Char("Nom du fichier")
+    active = fields.Boolean("actif")
+    source_name=fields.Char("Source")
+
+    def import_csv_files(self):
+        self.env["opendons.partnerdraft"].search([]).unlink()
+        files= self.env["opendons.partnerdraftfile"].search([('active','=',True)])
+        #raise Warning('fff')
+        for f in files:
+            decrypted = base64.b64decode(f.file).decode('utf-8-sig')
+            source_name=f.source_name
+            with io.StringIO(decrypted) as fp:
+                reader = csv.DictReader(fp, delimiter=";", quotechar='"')
+                for row in reader:
+                    vals={}
+                    vals['source_name']=source_name
+                    for key, value in row.items():
+                        
+                        field_map=self.env['opendons.partnerdraftfile_mapping'].search([('external_field','=',key)])
+                        if field_map:
+                            odoo_field=field_map.odoo_field
+                            vals[odoo_field]=str(value)
+                            
+                        else: raise Warning('champ '+str(key)+' non trouvé')
+                    self.env['opendons.partnerdraft'].create(vals)
+
+                    #raise Warning(json.dumps(row))
+        action = self.env.ref("opendons.opendons_partnerdraft_action").sudo().read([])[0]
+                
+        return action
+
+    def transfert_draftpartner(self):
+        #transfert des contacts importés, dans la base des contact odoo
+        partners=self.env['opendons.partnerdraft'].search([])
+        fields=self.env['opendons.partnerdraftfile_mapping'].search([])
+        if partners:
+            for p in partners:
+
+                vals={}
+                for f in fields:
+                    if f.partner_field=='country_id':
+                        if p[f.odoo_field]!='':
+                            country=self.env['res.country'].search([('name','=',p[f.odoo_field])])
+                            if country:vals[f.partner_field]=country.id
+                            else:vals[f.partner_field]=False
+
+                    elif f.partner_field=='title':
+                        if p[f.odoo_field]!='':
+                            title=self.env['res.partner.title'].search([('name','=',p[f.odoo_field])])
+                            if title:vals[f.partner_field]=title.id
+                            else:vals[f.partner_field]=False
+                        else:
+                            vals[f.partner_field]=False
+                    
+                    elif f.partner_field in ('origine','statut_contact'):
+                        if p[f.odoo_field]!=False:
+                            vals[f.partner_field]=p[f.odoo_field].lower()
+                    
+                    else:
+                        
+                        vals[f.partner_field]=p[f.odoo_field]   
+                
+                vals['company_type']='person'
+
+                self.env['res.partner'].create(vals)
+
+        partners=self.env['opendons.partnerdraft'].search([]).unlink()
+                
+
+   
+
+
+class opendons_partnerdraftfile_mapping(models.Model):
+    _name = 'opendons.partnerdraftfile_mapping'
+    _description = 'file mapping'
+    
+
+    external_field=fields.Char('external field')
+    odoo_field=fields.Selection('odoo_field_selection', string='odoo field')
+    partner_field=fields.Selection('partner_field_selection', string='partner field')
+
+    @api.model
+    def odoo_field_selection(self):
+        field_list=self.env['opendons.partnerdraft'].fields_get()
+        
+        result=[]
+        for key in field_list:
+             result.append((key,key))
+        result.sort()
+        return result
+    
+    api.model
+    def partner_field_selection(self):
+        field_list=self.env['res.partner'].fields_get()
+        
+        result=[]
+        for key in field_list:
+             result.append((key,key))
+        result.sort()
+        return result
+
+class opendons_partnerdraft(models.Model):
+    _name = 'opendons.partnerdraft'
+    _description = 'import draft partner'
+    _order = "id asc"
+    
+    external_id=fields.Char(string='external id')
+    name=fields.Char(string='nom')
+    firstname=fields.Char(string='prenom')
+    title=fields.Char(string='civilité')
+    street = fields.Char(string='adresse')
+    street2 = fields.Char(string='adresse2')
+    city = fields.Char(string='ville')
+    country = fields.Char(string='pays')
+    zip = fields.Char(string='code postal')
+    phone = fields.Char(string='tel')
+    email = fields.Char(string='Email')
+    statut_contact=fields.Char('Statut')
+    date_creation_contact=fields.Char(string='Date contact')
+    origine=fields.Char(string='Origine')
+    date_member=fields.Char(string='Date adhesion')
+    doublon=fields.Boolean(string='Doublon')
+    source_name=fields.Char(string='Source')
+
+class partner(models.Model):
+    _inherit = 'res.partner'
+    external_id=fields.Char('id')
+    statut_contact=fields.Selection([('adhérent', 'Adhérent'), ('bienfaiteur', 'Bienfaiteur'),('contact', 'Contact'), ('soutien','Soutien') ],'Statut', index=True)
+    date_creation_contact=fields.Char(string='Date de création du contact', readonly=True)
+    origine=fields.Selection([
+       ('boutique','Boutique'),
+            ('visiteur','Visiteur'),
+            ('vincennes','Vincennes'),
+            ('bercy','Bercy'),
+            ('salon zen','Salon Zen'),
+            ('autre','Autre'),
+            ('internet boutique','Internet Boutique'),
+            ('conf m ricard','Conf M Ricard'),
+            ('visite lzr 09','Visite lzr 09'),
+            ('retraite','Retraite'),
+            ('amis','Amis'),
+            ('centre fpmt','Centre FPMT'),
+            ('site réservations','Site réservations'),
+            ('réservations','Réservations'),
+            ('voyage inde','Voyage inde'),
+            ('internet','Internet'),
+            ('librairie','Librairie'),
+            ('site internet boutique','Site internet boutique'),
+            ('portes ouvertes st cosme','Portes ouvertes st cosme'),
+            ('t','T'),
+            ('maitreya','maitreya'),
+            ('zen','Zen'),
+            ('lille','Lille'),
+            ('alan wallace','Alan wallace'),
+            ('salon rouen','Salon Rouen'),
+            ('stage','Stage'),
+            ('b.actualit','B.Actualit'),
+            ('b. actualit','B. Actualit'),
+            ('r','R'),
+            ('institut vy','Institut vy'),
+            ('initiation kalachakr','Initiation kalachakr'),
+            ('yoga','Yoga'),
+            ('samsara','Samsara'),
+            ('missun@gmail.com','missun@gmail.com'),
+            ('reliques','Reliques'),
+            ('journal m','Journal m'),
+            ('nantes','Nantes'),
+            ('retraite vipassana','retraite vipassana'),
+            ('presse bouddhiste','Presse bouddhiste'),
+            ('réservtions','Réservtions'),
+            ('réservation','Réservation'),
+            ('site','Site'),
+            ('question mail','Question mail'),
+            ('interreligieux','interreligieux'),
+            ('refuge','Refuge'),
+            ('zoom','zoom'),
+            ('contact','contact'),
+                    ],'Origine',  index=True)
+
+    date_adhesion=fields.Char(string='Date adhesion', readonly=True)

models/settings.py

@@ -0,0 +1,14 @@
+from odoo import fields, models,api, _
+
+class OpendonsSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    #recurring donation params
+    generation_day=fields.Integer('Generation day in the month',config_parameter='opendons.generation_day')
+    limit_days_before=fields.Integer('Limit days before generation day',config_parameter='opendons.limit_days_before')
+    pa_debug_mode=fields.Boolean('Debug mode',config_parameter='opendons.pa_debug_mode')
+
+    
+
+   
+        

report/report.xml

@@ -1,10 +1,5 @@
 <?xml version="1.0" encoding="utf-8" ?>
-<!--
-  Copyright 2014-2021 Barroux Abbey (www.barroux.org)
-  Copyright 2014-2021 Akretion France (www.akretion.com)
-  @author: Alexis de Lattre <alexis.delattre@akretion.com>
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
+
 <odoo>
     <record id="report_donation_tax_receipt" model="ir.actions.report">
         <field name="name">Donation Tax Receipt</field>
@@ -19,4 +14,19 @@
         <field name="attachment_use" eval="True" />
         <field name="binding_type">report</field>
     </record>
+
+    <record id="report_donation_recurring_letter" model="ir.actions.report">
+        <field name="name">Donation recurring letter</field>
+        <field name="model">donation.donation</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">opendons.report_donation_recurring</field>
+        <field name="report_file">opendons.report_donation_recurring</field>
+        <field
+            name="print_report_name"
+        >'PA-'+(object.number or '').replace('/','')+'.pdf'</field>
+        <field name="binding_model_id" ref="model_donation_donation" />
+        <field name="attachment_use" eval="True" />
+        <field name="binding_type">report</field>
+    </record>
+
 </odoo>

report/report_donation_recurring.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8" ?>
+
+<odoo>
+
+   
+<template id="opendons.report_donation_recurring_document">
+        <t t-foreach="docs" t-as="o">
+            <t t-call="web.internal_layout">
+               
+                    
+                    <div t-field="o.html_content_print"/>
+                    
+                
+            </t>
+        </t>
+    </template>
+
+    
+    <template id="report_donation_recurring">
+        <t t-call="web.html_container">
+            <t t-foreach="docs" t-as="doc">
+                <t
+                    t-call="opendons.report_donation_recurring_document"
+                    t-lang="doc.partner_id.lang"
+                />
+            </t>
+        </t>
+    </template>
+
+
+
+</odoo>

report/report_donationtax.xml

@@ -24,80 +24,6 @@
         </t>
     </template>
 
-<!-- <template id="opendons_template_donation_tax_receipt_old" inherit_id="donation_base.report_donationtaxreceipt_document">
-
-      <xpath expr="//div[@class='page']" position="replace">
-    <table border="1" cellspacing="0">
-    
-    <tr>
-        <td>Logo</td>
-        <td>Paris le 25 mars 2022</td>
-    </tr>
-    
-    <tr>
-        <td>adresse</td>
-    </tr>
-    
-    <tr>
-        <td>ref donateur</td><td>flashcode</td>
-    </tr>
-    
-    <tr>
-        <td width="50%"></td><td>adresse</td>
-    </tr>
-
-    <tr>
-        <td colspan="2">Cher donateur,
-    Cette semaine, grâce à votre aide et votre grande générosité, nous avons pu récolter assez de fonds pour pouvoir mettre en oeuvre notre projet.
-    C'est donc heureux et plus motivés que jamais que nous débutons la première phase des travaux qui permettront, comme vous le savez, d'accompagner des centaines de personnes dans le besoin et de leur redonner un peu d'espoir.
-
-    Nous vous remercions du fond du coeur pour ce beau projet que vous venez de rendre possible grâce à vos dons. Nous n'aurions jamais pu en arriver là où nous en sommes aujourd'hui sans vos généreux dons.t
-        </td>
-    </tr>
-
-    <tr>
-        <td width="50%"></td><td>signature</td>
-    </tr>
-    <tr>
-        <td width="50%"></td><td>Nom responsable donateur</td>
-    </tr>
-    <tr>
-        <td width="50%">
-            
-                CERFA logo+ logo 2 +adresse
-        </td>
-        <td>
-           NUMERO D'ORDRE: S0061709
-           reconnait avoir reçu à titre de don la somme de : ***100,00 € ***
-        </td>
-    </tr>
-    <tr>
-        <td width="50%">
-        Reçu - Objet Association
-
-        </td>
-        <td>
-        
-           Date de versement : 08/03/2022
-           Forme du don : Don manuel
-           Nature du don : Numéraire
-           Mode de versement : carte bancaire
-           Ref donateur
-           Nom et adresse donateur
-        
-        </td>
-    </tr>
-
-    </table>
-
-
-
-
-    </xpath>
-
-      
-    </template> -->
-
 
 <template id="opendons_template_donation_tax_receipt" inherit_id="donation_base.report_donationtaxreceipt_document">
 

security/ir.model.access.csv

@@ -35,4 +35,12 @@ access_opendons_template_rf,opendons_template_rf,model_opendons_template_rf,dona
 
 access_opendons_laposte_ref,opendons_laposte_ref,model_opendons_laposte_ref,donation.group_donation_manager,1,1,1,1
 
-access_opendons_recurring_donation_configuration,opendons_recurring_donation_configuration,model_opendons_recurring_donation_configuration,donation.group_donation_manager,1,1,1,1
+
+
+access_opendons_recurring_donation_wizard,opendons_recurring_donation_wizard,model_opendons_recurringdonation_wizard,donation.group_donation_manager,1,1,1,1
+access_opendons_recurring_donation,opendons_recurring_donation,model_opendons_recurring_donation,donation.group_donation_manager,1,1,1,1
+access_opendons_template_pa_letter,opendons_template_pa_letter,model_opendons_template_pa_letter,donation.group_donation_manager,1,1,1,1
+
+access_opendons_partnerdraft,opendons_partnerdraft,model_opendons_partnerdraft,donation.group_donation_manager,1,1,1,1
+access_opendons_partnerdraftfile,opendons_partnerdraftfile,model_opendons_partnerdraftfile,donation.group_donation_manager,1,1,1,1
+access_opendons_partnerdraft_file_mapping,opendons_partnerdraft_file_mapping,model_opendons_partnerdraftfile_mapping,donation.group_donation_manager,1,1,1,1

views/partner_import.xml

@@ -0,0 +1,148 @@
+<?xml version="1.0"?>
+<odoo>
+
+	<record model="ir.ui.view" id="opendons.partner_draft">
+      <field name="name">_partner_draft list</field>
+      <field name="model">opendons.partnerdraft</field>
+      <field name="arch" type="xml">
+        <tree default_order="name,firstname">
+        <field name="external_id"/>
+        <field name="source_name"/>
+        <field name="name"/>
+        <field name="firstname"/>
+        <field name="title"/>
+        <field name="street"/>
+        <field name="street2"/>
+        <field name="city"/>
+        <field name="country"/>
+        <field name="zip"/>
+        <field name="phone"/>
+        <field name="email"/>
+        <field name="statut_contact"/>
+        <field name="date_creation_contact"/>
+        <field name="origine"/>
+        <field name="date_member"/>
+               
+        </tree>
+      </field>
+    </record>
+
+    <record model="ir.ui.view" id="opendons.partner_draftfilelist">
+      <field name="name">_partner_draft file list</field>
+      <field name="model">opendons.partnerdraftfile</field>
+      <field name="arch" type="xml">
+        <tree>
+        <field name="active"/>
+        <field name="source_name"/>
+        <field name="file_name"/>
+        <field name="write_date"/>
+        <field name="create_date"/>
+        
+        </tree>
+      </field>
+    </record>
+
+    <record model="ir.ui.view" id="opendons.partner_draftfileform">
+      <field name="name">_partner_draft file form</field>
+      <field name="model">opendons.partnerdraftfile</field>
+      <field name="arch" type="xml">
+        <form>
+        <group>
+        <field name="active"/>
+        <field name="source_name"/>
+        <field name="file" filename="file_name"/>
+        <field name="file_name" invisible="1"/>
+        </group>
+        </form>
+      </field>
+    </record>
+
+  
+  <record model="ir.actions.server" id="ir_action_partnerdraft_import">
+            <field name="name">import file draft partner</field>
+            <field name="model_id" ref="opendons.model_opendons_partnerdraftfile"/>
+            <field name="state">code</field>
+             <field name="code">action=model.import_csv_files()</field>
+ </record>
+
+ <record model="ir.actions.server" id="ir_action_partnerdraft_transfert">
+            <field name="name">transfert draft partners</field>
+            <field name="model_id" ref="opendons.model_opendons_partnerdraftfile"/>
+            <field name="state">code</field>
+             <field name="code">action=model.transfert_draftpartner()</field>
+ </record>
+  
+  <record model="ir.ui.view" id="opendons.partner_draftfile_mapping_list">
+      <field name="name">_partner_draft file ampping list</field>
+      <field name="model">opendons.partnerdraftfile_mapping</field>
+      <field name="arch" type="xml">
+        <tree>
+        <field name="external_field"/>
+        <field name="odoo_field"/>
+        <field name="partner_field"/>
+        </tree>
+      </field>
+    </record>
+  
+   
+    <record id="view_partner_form_info_import" model="ir.ui.view">
+        <field name="name">opendons.res.partner.form</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            
+            <xpath expr="//page[@name='internal_notes']" position="before">
+            <page name="Import infos" string="Import infos">
+            <group name="Import infos" string="Import infos" col="6">
+            <field name="external_id"/>
+            <field name="statut_contact"/>
+            <field name="date_creation_contact"/> 
+            <field name="origine"/> 
+            <field name="date_adhesion"/>
+            </group>
+            </page>
+            </xpath>
+            
+        </field>
+    </record>
+
+    
+    <record id="opendons_partnerdraft_action" model="ir.actions.act_window">
+        <field name="name">Partners draft</field>
+        <field name="res_model">opendons.partnerdraft</field>
+        <field name="view_mode">tree,form</field>
+        <field name="context"></field>
+    </record>
+
+    <record id="opendons_partnerdraftfile_action" model="ir.actions.act_window">
+        <field name="name">Partners draft file</field>
+        <field name="res_model">opendons.partnerdraftfile</field>
+        <field name="view_mode">tree,form</field>
+        <field name="context"></field>
+    </record>
+
+    <record id="opendons_partnerdraft_file_mapping_action" model="ir.actions.act_window">
+        <field name="name">file mapping</field>
+        <field name="res_model">opendons.partnerdraftfile_mapping</field>
+        <field name="view_mode">tree,form</field>
+        <field name="context"></field>
+    </record>
+
+<menuitem id="opendons_partnerdraft_title_menu"  name ="Partners import"
+    parent="contacts.menu_contacts" sequence="4"/> 
+
+    <menuitem id="opendons_partnerdraft_menu" action="opendons_partnerdraft_action" name ="Partners imported"
+    parent="opendons_partnerdraft_title_menu" sequence="1"/> 
+
+    <menuitem id="opendons_partnerdraftfile_menu" action="opendons_partnerdraftfile_action" name ="Partners files"
+    parent="opendons_partnerdraft_title_menu" sequence="2"/>
+
+    <menuitem id="opendons_partnerdraft_file_mapping_menu" action="opendons_partnerdraft_file_mapping_action" name ="mapping fields"
+    parent="opendons_partnerdraft_title_menu" sequence="3"/>
+
+    <menuitem id="opendons_partnerdraftfileimport_menu" action="ir_action_partnerdraft_import" name ="Import files"
+    parent="opendons_partnerdraft_title_menu" sequence="4"/>
+    <menuitem id="opendons_partnerdraftfiletransfert_menu" action="ir_action_partnerdraft_transfert" name ="Draft Partners transfert"
+    parent="opendons_partnerdraft_title_menu" sequence="5"/>
+
+</odoo>

views/settings.xml

@@ -0,0 +1,55 @@
+<odoo>
+
+<record id="res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.opendons</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form" />
+        <field name="arch" type="xml">
+        <xpath expr="//div[hasclass('settings')]" position="inside">
+        <div class="app_settings_block" data-string="Opendon" data-key="opendons">
+        <h2>Recurring payment management</h2>
+                <div class="row mt16 o_settings_container">
+                        <div class="o_setting_left_pane">
+                                <label for="generation_day" class="o_light_label"/>
+                                <field name="generation_day"/>
+                                
+                                <label for="limit_days_before" class="o_light_label"/>
+                                <field name="limit_days_before"/>
+                                <label for="pa_debug_mode" class="o_light_label"/>
+                                <field name="pa_debug_mode"/>
+                        </div>
+                </div>
+        </div>
+        </xpath>
+        </field>
+</record>
+<data noupdate="1">
+<!-- <record id="opendons_generation_day_param"  model="ir.config_parameter">
+            <field name="key">opendons.generation_day</field>
+            <field name="value">5</field>
+</record>
+<record id="opendons_limit_days_before_param"  model="ir.config_parameter">
+            <field name="key">opendons.limit_days_before</field>
+            <field name="value">15</field>
+</record>
+
+<record id="opendons_pa_debug_mode"  model="ir.config_parameter">
+            <field name="key">opendons.pa_debug_mode</field>
+            <field name="value">False</field>
+</record> -->
+</data>
+<record model="ir.actions.act_window" id="action_recurring_payment_config">
+      <field name="name">Settings</field>
+      <field name="type">ir.actions.act_window</field>
+      <field name="res_model">res.config.settings</field>
+      <field name="view_id" ref="res_config_settings_view_form"/>
+      <field name="view_mode">form</field>
+      <field name="target">inline</field>
+      <field name="context">{'module':'opendons'}</field>
+    </record>
+
+<menuitem id="menu_recurring_donation_configuration"
+        action="action_recurring_payment_config"
+        parent="recurring_donation_configuration_menu"
+        sequence="30"/>
+</odoo>

views/template_pa.xml

@@ -0,0 +1,43 @@
+<odoo>
+
+
+
+<record model="ir.ui.view" id="opendons.template_pa_form" >
+      <field name="name">opendons_template_pa Form</field>
+      <field name="model">opendons.template_pa_letter</field>
+      <field name="arch" type="xml">
+          <form>
+          <header>
+          <!-- <button name="action_update_receipts" type="object" string="Update receipts" class="oe_highlight" confirm="Voulez-vous modifier les RF liés à ce template ?"/> -->
+          </header>
+          <sheet>
+            <group name="main"> 
+             <field name="name"/>
+                <field name="description"/>
+              <field name="active"/>
+              <field name="html_content"/>
+            
+            </group>
+            
+          </sheet>
+          
+          </form>
+      </field>
+  </record>
+
+
+
+<record model="ir.actions.act_window" id="template_pa_action">
+      <field name="name">Recurring donation Templates </field>
+      <field name="res_model">opendons.template_pa_letter</field>
+      <field name="view_mode">tree,form</field>
+    </record>
+
+<menuitem
+        id="opendons_template_pa"
+        action="template_pa_action"
+        parent="opendons.recurring_donation_configuration_menu"
+        sequence="30"
+        />
+
+</odoo>

wizard/__init__.py

@@ -1 +1,2 @@
-from . import operation_duplicate_wizard
+from . import operation_duplicate_wizard
+from . import recurring_donation_wizard

wizard/recurring_donation_wizard.py

@@ -0,0 +1,17 @@
+from odoo import fields, models, _
+
+class RecurringDonationWizard(models.TransientModel):
+    _name = 'opendons.recurringdonation.wizard'
+    _description = 'recurring donation wizard'
+    
+    stopped_reason=fields.Selection(string='Stop reason',selection=[('motif1', 'Motif 1'), ('motif2', 'Motif 2')])
+    donation_id=fields.Integer('donation id')
+  
+    
+    def stopRecurringDonation(self):
+        
+        donation=self.env['donation.donation'].search([('id','=',self.donation_id)])
+        donation.recurring_template="stopped"
+        donation.stopped_reason=self.stopped_reason
+        donation.stopped_date=fields.Date.context_today(self)
+        

wizard/recurring_donation_wizard.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    
+        <record id="recurring_donation_view" model="ir.ui.view">
+            <field name="name">donation.recurring.wizard</field>
+            <field name="model">opendons.recurringdonation.wizard</field>
+            <field name="arch" type="xml">
+                <form>
+                        <p>Please select a raison :</p>
+                       <field name="stopped_reason"/>
+                        <footer>
+                            <button name="stopRecurringDonation" string="stop the recurring donation" type="object"/>
+                            <button string="Cancel" class="btn btn-secondary" special="cancel" />
+                        </footer>
+                </form>
+            </field>
+        </record>
+    
+    <record id="action_recurring_donation_wizard" model="ir.actions.act_window">
+            <field name="name">Stop recurring donation</field>
+            <field name="res_model">opendons.recurringdonation.wizard</field>
+            <field name="view_mode">form</field>
+            <field name="target">new</field>
+            <field name="binding_model_id" ref="donation.model_donation_donation"/>
+        </record>
+
+   
+
+</odoo>