acción de servidor para crear mandatos bancarios en lote

account_banking_mandate_batch/README.md

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+# Account Banking Mandate Batch Create
+
+Adds a contextual server action **Create SEPA mandates** to the Contacts
+(`res.partner`) list and form views.
+
+## Usage
+
+1. Go to *Contacts* (or *Accounting → Customers*), switch to list view.
+2. Filter the partners you want (e.g. your members: `is_client = True`).
+3. Select them (tick the header checkbox to select all).
+4. *Actions → Create SEPA mandates*.
+
+For each selected partner the action:
+
+- takes the partner's first bank account (`bank_ids[:1]`),
+- creates a recurrent SEPA Core mandate (`format=sepa`, `type=recurrent`,
+  `scheme=CORE`) with today's signature date,
+- validates it (state → *valid*).
+
+Partners with no bank account, or that already have a draft/valid mandate,
+are skipped. A notification reports created / skipped counts.
+
+> **Legal note:** only create mandates for members who have actually
+> authorised the direct debit. Adjust the signature date in
+> `data/server_action.xml` if you need the real authorisation date.
+
+## Requirements
+
+Depends on `account_banking_sepa_direct_debit` (OCA `bank-payment`), which
+pulls in `account_banking_mandate`, `account_payment_order` and
+`account_payment_mode`.

account_banking_mandate_batch/__manifest__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Banking Mandate Batch Create",
+    "summary": "Adds a contextual action on contacts to create and validate "
+    "SEPA direct debit mandates in bulk for the selected partners.",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Criptomart",
+    "depends": ["account_banking_sepa_direct_debit"],
+    "data": [
+        "data/server_action.xml",
+    ],
+}

account_banking_mandate_batch/data/server_action.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="action_create_sepa_mandates" model="ir.actions.server">
+        <field name="name">Create SEPA mandates</field>
+        <field name="model_id" ref="base.model_res_partner" />
+        <field name="binding_model_id" ref="base.model_res_partner" />
+        <field name="binding_view_types">list,form</field>
+        <field name="state">code</field>
+        <field name="code"><![CDATA[
+# Bulk-create and validate recurrent SEPA Core mandates for the selected
+# partners. Filter the contacts list (e.g. is_client = True), select all,
+# then run this action. One mandate per partner; partners that already have
+# a draft/valid mandate or no bank account are skipped.
+Mandate = env["account.banking.mandate"]
+today = datetime.date.today()
+
+created = 0
+no_bank = 0
+already = 0
+
+for partner in records:
+    bank = partner.bank_ids[:1]
+    if not bank:
+        no_bank += 1
+        continue
+    if Mandate.search_count([
+        ("partner_id", "=", partner.id),
+        ("state", "in", ("draft", "valid")),
+    ]):
+        already += 1
+        continue
+    mandate = Mandate.create({
+        "partner_bank_id": bank.id,
+        "format": "sepa",
+        "type": "recurrent",
+        "scheme": "CORE",
+        "signature_date": today,
+    })
+    mandate.validate()
+    created += 1
+
+message = (
+    "SEPA mandates created: %s\n"
+    "Already had a mandate: %s\n"
+    "Skipped (no bank account): %s"
+) % (created, already, no_bank)
+
+action = {
+    "type": "ir.actions.client",
+    "tag": "display_notification",
+    "params": {
+        "title": "SEPA mandates",
+        "message": message,
+        "type": "success" if created else "warning",
+        "sticky": False,
+    },
+}
+]]></field>
+    </record>
+</odoo>