[16.0][ADD] account_invoice_ubl_payment_mandate

account_invoice_ubl_payment_mandate/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===================================
+Account Invoice Ubl Payment Mandate
+===================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fedi-lightgray.png?logo=github
+    :target: https://github.com/OCA/edi/tree/16.0/account_invoice_ubl_payment_mandate
+    :alt: OCA/edi
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/edi-16-0/edi-16-0-account_invoice_ubl_payment_mandate
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/edi&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the UBL invoice generation to include direct debit
+mandate information in the ``PaymentMeans`` block.
+
+When the invoice payment means code is ``49`` (Direct debit) or ``59``
+(SEPA direct debit), the generated UBL XML contains a ``PaymentMandate``
+node with the mandate reference and the payer bank account.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Use Cases / Context
+===================
+
+Peppol BIS Billing rule PEPPOL-EN16931-R061 requires a mandate reference
+when an invoice uses direct debit as payment means.
+
+This module is useful when customer invoices are exported as UBL and
+paid by direct debit, especially for SEPA direct debit flows managed
+with banking mandates.
+
+The module acts as glue between ``account_invoice_ubl``,
+``base_ubl_payment``, and ``account_banking_mandate``. It reuses the
+mandate set on the invoice to fill the UBL ``PaymentMandate``
+information.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/edi/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/edi/issues/new?body=module:%20account_invoice_ubl_payment_mandate%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ACSONE SA/NV
+
+Contributors
+------------
+
+- Souheil Bejaoui souheil.bejaoui@acsone.eu (https://acsone.eu)
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-sbejaoui| image:: https://github.com/sbejaoui.png?size=40px
+    :target: https://github.com/sbejaoui
+    :alt: sbejaoui
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-sbejaoui| 
+
+This module is part of the `OCA/edi <https://github.com/OCA/edi/tree/16.0/account_invoice_ubl_payment_mandate>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_invoice_ubl_payment_mandate/__init__.py

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+from . import models

account_invoice_ubl_payment_mandate/__manifest__.py

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+# Copyright 2026 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Invoice Ubl Payment Mandate",
+    "summary": "Add UBL payment mandate details for direct debit invoices",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "ACSONE SA/NV,Odoo Community Association (OCA)",
+    "maintainers": ["sbejaoui"],
+    "website": "https://github.com/OCA/edi",
+    "depends": [
+        "account_banking_mandate",
+        "account_invoice_ubl",
+        "base_ubl_payment",
+    ],
+    "data": [],
+    "demo": [],
+}

account_invoice_ubl_payment_mandate/models/__init__.py

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+from . import base_ubl

account_invoice_ubl_payment_mandate/models/base_ubl.py

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+# Copyright 2026 ACSONE SA/NV
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from lxml import etree
+
+from odoo import _, api, models
+from odoo.exceptions import UserError
+
+
+class BaseUbl(models.AbstractModel):
+    _inherit = "base.ubl"
+
+    @api.model
+    def _ubl_add_payment_means(
+        self,
+        partner_bank,
+        payment_mode,
+        date_due,
+        parent_node,
+        ns,
+        payment_identifier=None,
+        version="2.1",
+    ):
+        res = super()._ubl_add_payment_means(
+            partner_bank,
+            payment_mode,
+            date_due,
+            parent_node,
+            ns,
+            payment_identifier=payment_identifier,
+            version=version,
+        )
+        self._ubl_add_payment_mandate(parent_node, ns)
+        return res
+
+    @api.model
+    def _ubl_add_payment_mandate(self, parent_node, ns):
+        payment_means_nodes = parent_node.findall(ns["cac"] + "PaymentMeans")
+        if not payment_means_nodes:
+            # nothing to do if the payment block was not generated
+            return
+
+        payment_means = payment_means_nodes[-1]
+        payment_means_code = payment_means.find(ns["cbc"] + "PaymentMeansCode")
+        if payment_means_code is None or payment_means_code.text not in ("49", "59"):
+            # peppol only requires PaymentMandate for direct debit means
+            return
+
+        if not self.mandate_id:
+            # direct debit invoices must carry a mandate reference
+            raise UserError(
+                _(
+                    "A mandate reference must be provided for direct debit "
+                    "payment means code %(code)s.",
+                    code=payment_means_code.text,
+                )
+            )
+
+        payer_bank = self.mandate_id.partner_bank_id
+        payer_iban = payer_bank.sanitized_acc_number
+        if not payer_iban:
+            raise UserError(
+                _("The direct debit mandate must have a payer bank account.")
+            )
+
+        payment_mandate = etree.SubElement(
+            payment_means,
+            ns["cac"] + "PaymentMandate",
+        )
+        mandate_id = etree.SubElement(payment_mandate, ns["cbc"] + "ID")
+        mandate_id.text = self.mandate_id.unique_mandate_reference
+
+        payer_financial_account = etree.SubElement(
+            payment_mandate,
+            ns["cac"] + "PayerFinancialAccount",
+        )
+        payer_financial_account_id = etree.SubElement(
+            payer_financial_account,
+            ns["cbc"] + "ID",
+        )
+        payer_financial_account_id.text = payer_iban

account_invoice_ubl_payment_mandate/readme/CONTEXT.md

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+Peppol BIS Billing rule PEPPOL-EN16931-R061 requires a mandate reference when
+an invoice uses direct debit as payment means.
+
+This module is useful when customer invoices are exported as UBL and paid by
+direct debit, especially for SEPA direct debit flows managed with banking
+mandates.
+
+The module acts as glue between `account_invoice_ubl`, `base_ubl_payment`, and
+`account_banking_mandate`. It reuses the mandate set on the invoice to fill the
+UBL `PaymentMandate` information.

account_invoice_ubl_payment_mandate/readme/CONTRIBUTORS.md

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+- Souheil Bejaoui <souheil.bejaoui@acsone.eu> (https://acsone.eu)

account_invoice_ubl_payment_mandate/readme/DESCRIPTION.md

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+This module extends the UBL invoice generation to include direct debit mandate
+information in the `PaymentMeans` block.
+
+When the invoice payment means code is `49` (Direct debit) or `59` (SEPA direct
+debit), the generated UBL XML contains a `PaymentMandate` node with the mandate
+reference and the payer bank account.