addons-cm/account_banking_mandate_batch

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.