account_payment_mandate

Purpose

Centralizes management of customer banking mandates so they can be reused across direct debit processes.

Features

account.banking.mandate: Provides a generic direct debit mandate record with state tracking, automatic reference sequencing, and validation of signature dates and bank account ownership.
account.payment.method: Lets inbound payment methods declare whether a mandate is required and blocks the flag for non-inbound methods.
account.payment.order: Mirrors the selected payment method's mandate requirement flag for later processing steps.
account.payment.line: Automatically assigns the partner's valid mandate to payment lines, enforces matching bank accounts, and prevents confirming lines with missing mandates.
account.move: Auto-fills the mandate on customer invoices when the preferred inbound payment method requires one.
res.partner: Computes each partner's mandate count and exposes the first valid or final mandate for reuse.
res.partner.bank: Tracks mandates linked to the bank account and prevents changing the company when mandates belong to another company.